Energy Select Sector SPDR shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.8M | 53k | 89.34 |
| 2025-06-30 | $956k | 11k | 84.81 |
| 2025-03-31 | $1.0M | 11k | 93.46 |
| 2024-12-31 | $760k | 8.9k | 85.67 |
| 2024-09-30 | $4.7M | 54k | 87.80 |
| 2024-06-30 | $875k | 9.6k | 91.16 |
| 2024-03-31 | $688k | 7.3k | 94.42 |
| 2023-12-31 | $629k | 7.5k | 83.84 |
| 2023-09-30 | $819k | 9.0k | 90.68 |