Energy Select Sector SPDR shares owned by Invst
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Invst
from 13F filings
Historical chart of Invst investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Invst
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $820k | 18k | 44.71 |
| 2025-09-30 | $883k | 9.9k | 89.34 |
| 2024-12-31 | $763k | 8.9k | 85.66 |
| 2024-09-30 | $901k | 10k | 87.80 |
| 2024-06-30 | $8.8M | 97k | 91.20 |
| 2024-03-31 | $388k | 4.1k | 95.11 |
| 2023-12-31 | $490k | 5.9k | 83.58 |
| 2023-09-30 | $9.4M | 104k | 90.39 |
| 2023-03-31 | $9.7M | 116k | 83.83 |
| 2022-12-31 | $10M | 116k | 89.93 |
| 2022-09-30 | $11M | 136k | 80.12 |
| 2022-06-30 | $11M | 143k | 75.29 |
| 2022-03-31 | $11M | 139k | 76.06 |
| 2021-12-31 | $12M | 177k | 67.64 |
| 2021-09-30 | $11M | 209k | 52.09 |
| 2021-03-31 | $9.1M | 185k | 49.39 |
| 2018-09-30 | $6.5M | 85k | 76.79 |
| 2018-06-30 | $5.7M | 75k | 75.93 |
| 2017-06-30 | $3.4M | 48k | 69.90 |