Energy Select Sector SPDR shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.6M | 18k | 87.80 |
| 2024-06-30 | $1.6M | 17k | 91.15 |
| 2024-03-31 | $1.6M | 17k | 94.41 |
| 2023-12-31 | $853k | 10k | 83.84 |
| 2023-09-30 | $665k | 7.4k | 90.39 |
| 2023-06-30 | $560k | 6.9k | 81.17 |
| 2023-03-31 | $571k | 6.9k | 82.83 |
| 2022-12-31 | $592k | 6.8k | 87.47 |
| 2022-09-30 | $720k | 10k | 72.06 |
| 2022-06-30 | $710k | 9.9k | 71.53 |
| 2022-03-31 | $834k | 11k | 76.42 |
| 2021-12-31 | $577k | 10k | 55.50 |
| 2021-09-30 | $529k | 10k | 52.14 |
| 2021-06-30 | $364k | 6.8k | 53.85 |
| 2021-03-31 | $3.0k | 69 | 43.48 |
| 2020-09-30 | $3.0k | 95 | 31.58 |
| 2020-03-31 | $6.0k | 200 | 30.00 |
| 2019-12-31 | $162k | 2.7k | 60.00 |
| 2019-09-30 | $160k | 2.7k | 59.26 |
| 2019-06-30 | $76k | 1.2k | 63.33 |
| 2019-03-31 | $79k | 1.2k | 65.83 |
| 2018-12-31 | $69k | 1.2k | 57.50 |
| 2018-09-30 | $15k | 200 | 75.00 |
| 2018-06-30 | $15k | 200 | 75.00 |
| 2018-03-31 | $16k | 234 | 68.38 |
| 2017-12-31 | $506k | 7.0k | 72.32 |
| 2017-09-30 | $477k | 7.0k | 68.43 |
| 2017-06-30 | $461k | 7.1k | 64.86 |
| 2017-03-31 | $4.5M | 60k | 75.31 |
| 2016-12-31 | $4.5M | 60k | 75.31 |
| 2016-09-30 | $3.6M | 51k | 70.61 |
| 2016-06-30 | $4.0M | 58k | 68.23 |
| 2016-03-31 | $4.1M | 66k | 61.89 |
| 2015-12-31 | $4.0M | 67k | 60.32 |
| 2015-09-30 | $8.9M | 146k | 61.20 |
| 2015-06-30 | $9.6M | 128k | 75.16 |
| 2015-03-31 | $9.9M | 128k | 77.58 |
| 2014-12-31 | $9.7M | 122k | 79.16 |
| 2014-09-30 | $286k | 3.2k | 90.74 |
| 2014-06-30 | $313k | 3.1k | 100.19 |
| 2014-03-31 | $277k | 3.1k | 89.07 |
| 2013-12-31 | $274k | 3.1k | 88.47 |
| 2013-09-30 | $256k | 3.1k | 83.01 |
| 2013-06-30 | $221k | 2.8k | 78.29 |