Energy Select Sector SPDR shares owned by Independent Financial Group
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Independent Financial Group
from 13F filings
Historical chart of Independent Financial Group investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Independent Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $11M | 182k | 61.26 |
| 2025-09-30 | $6.7M | 75k | 89.34 |
| 2025-06-30 | $7.0M | 82k | 84.81 |
| 2025-03-31 | $8.6M | 92k | 93.45 |
| 2024-12-31 | $15M | 172k | 85.66 |
| 2024-09-30 | $16M | 184k | 87.80 |
| 2024-06-30 | $18M | 195k | 91.15 |
| 2024-03-31 | $18M | 191k | 94.41 |
| 2023-12-31 | $16M | 187k | 83.84 |
| 2023-09-30 | $18M | 203k | 90.39 |
| 2023-06-30 | $14M | 173k | 81.17 |
| 2023-03-31 | $14M | 168k | 82.83 |
| 2022-12-31 | $13M | 149k | 87.47 |
| 2022-09-30 | $9.4M | 131k | 72.02 |
| 2022-06-30 | $6.3M | 89k | 71.51 |
| 2022-03-31 | $3.4M | 45k | 76.44 |
| 2021-12-31 | $2.0M | 37k | 55.50 |
| 2021-09-30 | $1.3M | 25k | 52.09 |
| 2021-06-30 | $1.4M | 25k | 53.87 |
| 2021-03-31 | $894k | 18k | 49.06 |
| 2020-12-31 | $519k | 14k | 37.90 |
| 2020-06-30 | $898k | 24k | 37.85 |
| 2020-03-31 | $452k | 16k | 29.06 |
More positions owned by Independent Financial Group
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