Energy Select Sector SPDR shares owned by Institutional & Family Asset Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Institutional & Family Asset Management
from 13F filings
Historical chart of Institutional & Family Asset Management investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Institutional & Family Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $2.3M | 26k | 91.15 |
| 2024-03-31 | $574k | 6.1k | 94.41 |
| 2023-12-31 | $510k | 6.1k | 83.84 |
| 2023-09-30 | $557k | 6.2k | 90.39 |
| 2023-06-30 | $500k | 6.2k | 81.17 |
| 2023-03-31 | $512k | 6.2k | 82.83 |
| 2022-12-31 | $577k | 6.6k | 87.47 |
| 2022-09-30 | $478k | 6.6k | 71.98 |
| 2022-06-30 | $3.7M | 52k | 71.52 |
| 2022-03-31 | $2.5M | 33k | 76.45 |
| 2021-12-31 | $456k | 8.2k | 55.55 |
| 2021-09-30 | $392k | 7.5k | 52.13 |
| 2021-06-30 | $436k | 8.1k | 53.89 |
| 2021-03-31 | $381k | 7.8k | 49.04 |
| 2020-12-31 | $76k | 2.0k | 37.98 |
| 2020-09-30 | $57k | 1.9k | 29.97 |
| 2020-06-30 | $61k | 1.6k | 38.08 |
| 2020-03-31 | $40k | 1.4k | 29.28 |
| 2019-12-31 | $63k | 1.0k | 60.52 |
| 2019-09-30 | $62k | 1.0k | 59.56 |
| 2019-06-30 | $66k | 1.0k | 63.40 |
| 2019-03-31 | $187k | 2.8k | 66.01 |
| 2018-12-31 | $148k | 2.6k | 57.32 |
| 2018-09-30 | $231k | 3.1k | 75.74 |
| 2018-06-30 | $325k | 4.3k | 76.06 |
| 2018-03-31 | $76k | 1.1k | 67.14 |
More positions owned by Institutional & Family Asset Management
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