Energy Select Sector SPDR shares owned by Integrated Wealth Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Integrated Wealth Management
from 13F filings
Historical chart of Integrated 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 Integrated 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 Integrated Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2017-03-31 | $240k | 3.4k | 69.87 |
2016-12-31 | $258k | 3.4k | 75.44 |
2016-09-30 | $212k | 3.0k | 70.60 |
2016-06-30 | $192k | 2.8k | 68.23 |
2016-03-31 | $188k | 3.0k | 61.88 |
2015-12-31 | $195k | 3.2k | 60.24 |
2015-09-30 | $206k | 3.4k | 61.24 |
2015-06-30 | $263k | 3.5k | 75.08 |
2015-03-31 | $245k | 3.2k | 77.48 |
More positions owned by Integrated Wealth Management
View all positions for Integrated Wealth Management