Energy Select Sector SPDR shares owned by Joel Isaacson & Co
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Joel Isaacson & Co
from 13F filings
Historical chart of Joel Isaacson & Co investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Joel Isaacson & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 27k | 89.34 |
| 2025-06-30 | $2.3M | 27k | 84.81 |
| 2025-03-31 | $2.5M | 27k | 93.45 |
| 2024-12-31 | $2.0M | 23k | 85.66 |
| 2024-09-30 | $1.8M | 21k | 87.80 |
| 2024-06-30 | $1.8M | 19k | 91.15 |
| 2024-03-31 | $1.8M | 19k | 94.41 |
| 2023-12-31 | $1.4M | 17k | 83.84 |
| 2023-09-30 | $1.5M | 17k | 90.39 |
| 2023-06-30 | $1.3M | 16k | 81.17 |
| 2023-03-31 | $1.7M | 20k | 82.83 |
| 2022-12-31 | $1.7M | 20k | 87.47 |
| 2022-09-30 | $1.4M | 20k | 72.03 |
| 2022-06-30 | $1.2M | 16k | 71.50 |
| 2022-03-31 | $1.2M | 15k | 81.03 |
| 2021-12-31 | $422k | 7.6k | 55.44 |
| 2021-09-30 | $350k | 6.7k | 52.10 |
| 2021-06-30 | $287k | 5.3k | 53.90 |
| 2021-03-31 | $236k | 4.8k | 49.01 |
| 2018-09-30 | $222k | 2.9k | 75.87 |
| 2018-06-30 | $222k | 2.9k | 75.98 |
| 2017-12-31 | $210k | 2.9k | 72.12 |
| 2017-09-30 | $234k | 3.4k | 68.46 |
| 2017-06-30 | $283k | 4.4k | 64.91 |
| 2017-03-31 | $304k | 4.3k | 69.90 |
| 2016-12-31 | $327k | 4.3k | 75.36 |
| 2016-09-30 | $306k | 4.3k | 70.56 |
| 2016-06-30 | $295k | 4.3k | 68.27 |
| 2016-03-31 | $267k | 4.3k | 61.93 |
| 2015-12-31 | $232k | 3.9k | 60.26 |
| 2015-09-30 | $215k | 3.5k | 61.15 |
| 2015-06-30 | $208k | 2.8k | 75.20 |
| 2015-03-31 | $214k | 2.8k | 77.45 |
| 2014-12-31 | $120k | 1.5k | 79.47 |
| 2014-09-30 | $46k | 510 | 90.20 |
| 2014-06-30 | $72k | 718 | 100.28 |
| 2014-03-31 | $207k | 5.0k | 41.40 |
| 2013-12-31 | $64k | 718 | 89.14 |
| 2013-09-30 | $60k | 718 | 83.57 |
| 2013-06-30 | $56k | 718 | 77.99 |
| 2013-03-31 | $57k | 718 | 79.39 |
| 2012-12-31 | $51k | 718 | 71.03 |