Energy Select Sector SPDR shares owned by IHT Wealth Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by IHT Wealth Management
from 13F filings
Historical chart of IHT Wealth Management investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by IHT Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.1M | 46k | 89.34 |
| 2025-06-30 | $3.9M | 46k | 84.81 |
| 2025-03-31 | $4.5M | 48k | 93.45 |
| 2024-12-31 | $4.9M | 57k | 85.66 |
| 2024-09-30 | $4.9M | 56k | 88.12 |
| 2024-06-30 | $6.0M | 66k | 91.15 |
| 2024-03-31 | $5.3M | 56k | 94.41 |
| 2023-12-31 | $8.1M | 97k | 83.84 |
| 2023-09-30 | $8.3M | 92k | 90.39 |
| 2023-06-30 | $8.2M | 101k | 81.17 |
| 2023-03-31 | $9.5M | 115k | 82.83 |
| 2022-12-31 | $10M | 118k | 87.47 |
| 2022-09-30 | $9.5M | 132k | 72.02 |
| 2022-06-30 | $7.1M | 100k | 71.51 |
| 2022-03-31 | $7.3M | 96k | 76.44 |
| 2021-12-31 | $3.0M | 54k | 55.51 |
| 2021-09-30 | $3.6M | 69k | 52.09 |
| 2021-06-30 | $5.4M | 101k | 53.87 |
| 2021-03-31 | $2.6M | 52k | 49.05 |
| 2020-12-31 | $1.7M | 45k | 37.90 |
| 2020-09-30 | $1.4M | 46k | 29.95 |
| 2020-06-30 | $2.0M | 53k | 37.85 |
| 2020-03-31 | $1.3M | 44k | 29.06 |
| 2019-12-31 | $1.3M | 22k | 60.06 |
| 2019-09-30 | $991k | 17k | 59.20 |
| 2019-06-30 | $907k | 14k | 63.71 |
| 2019-03-31 | $923k | 14k | 66.12 |
| 2018-12-31 | $718k | 13k | 57.37 |
| 2018-09-30 | $903k | 12k | 75.70 |
| 2018-06-30 | $897k | 12k | 75.93 |
| 2018-03-31 | $815k | 12k | 66.07 |
| 2017-12-31 | $951k | 13k | 75.40 |
| 2017-09-30 | $707k | 10k | 68.24 |
| 2017-06-30 | $3.0k | 10k | 0.29 |
| 2017-03-31 | $608k | 8.7k | 70.05 |
| 2016-12-31 | $596k | 7.8k | 76.20 |