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Energy Select Sector SPDR shares owned by Juncture Wealth Strategies

Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Juncture Wealth Strategies from 13F filings

Historical chart of Juncture Wealth Strategies investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Energy Select Sector SPDR held by Juncture Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Select Sector SPDR by Juncture Wealth Strategies

Quarter filed Position value Share count Share price at filing
2023-12-31 $11M 131k 83.84
2023-09-30 $12M 128k 90.39
2020-06-30 $209k 5.5k 37.78
2019-12-31 $235k 3.9k 60.01
2019-09-30 $249k 4.2k 59.23
2019-06-30 $394k 6.2k 63.65
2019-03-31 $479k 7.3k 66.06
2018-12-31 $675k 12k 57.32
2018-09-30 $1.1M 14k 75.74
2018-06-30 $953k 13k 75.91
2018-03-31 $869k 13k 67.41
2017-12-31 $961k 13k 72.22
2017-09-30 $1.1M 16k 68.49
2017-06-30 $1.1M 17k 64.90
2017-03-31 $1.1M 16k 69.91
2016-12-31 $1.2M 16k 75.30