Energy Select Sector SPDR shares owned by Kapstone Financial Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Kapstone Financial Advisors
from 13F filings
Historical chart of Kapstone Financial Advisors investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Kapstone Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $398k | 4.5k | 89.34 |
| 2025-06-30 | $478k | 5.6k | 84.81 |
| 2025-03-31 | $743k | 8.0k | 93.45 |
| 2024-12-31 | $728k | 8.1k | 89.70 |
| 2024-09-30 | $1.1M | 12k | 87.19 |
| 2024-06-30 | $1.3M | 14k | 91.15 |
| 2024-03-31 | $1.3M | 14k | 94.41 |
| 2023-09-30 | $1.4M | 15k | 90.39 |
| 2023-06-30 | $1.3M | 15k | 87.07 |
| 2023-03-31 | $1.4M | 16k | 87.07 |
| 2022-12-31 | $1.3M | 15k | 86.15 |
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