Energy Select Sector SPDR shares owned by Journey Strategic Wealth
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Journey Strategic Wealth
from 13F filings
Historical chart of Journey Strategic Wealth investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Journey Strategic Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.5M | 74k | 87.80 |
| 2024-06-30 | $5.2M | 57k | 91.15 |
| 2024-03-31 | $4.6M | 49k | 94.41 |
| 2023-12-31 | $255k | 3.0k | 83.84 |
| 2023-09-30 | $276k | 3.1k | 90.39 |
| 2023-06-30 | $248k | 3.1k | 81.17 |
| 2023-03-31 | $344k | 4.1k | 82.83 |
| 2022-12-31 | $844k | 9.6k | 87.47 |
| 2022-09-30 | $311k | 4.3k | 72.09 |
| 2022-06-30 | $378k | 5.3k | 71.54 |
| 2021-12-31 | $233k | 4.2k | 55.57 |