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
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by IHT Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Energy Select Sector SPDR by IHT Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |