Energy Select Sector SPDR shares owned by Kmg Fiduciary Partners
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Kmg Fiduciary Partners
from 13F filings
Historical chart of Kmg Fiduciary Partners investment in Energy Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by Kmg Fiduciary Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Energy Select Sector SPDR by Kmg Fiduciary Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $680k | 7.6k | 89.34 |
| 2025-06-30 | $635k | 7.5k | 84.81 |
| 2025-03-31 | $699k | 7.5k | 93.38 |
| 2024-12-31 | $629k | 7.3k | 85.66 |
| 2024-09-30 | $693k | 7.9k | 87.80 |
| 2024-06-30 | $771k | 8.5k | 91.15 |
| 2024-03-31 | $797k | 8.4k | 94.41 |
| 2023-12-31 | $697k | 8.3k | 83.84 |
| 2023-09-30 | $751k | 8.3k | 90.38 |
| 2023-06-30 | $667k | 8.2k | 81.17 |
| 2023-03-31 | $584k | 7.0k | 82.83 |
| 2022-12-31 | $533k | 6.1k | 87.46 |
| 2022-09-30 | $360k | 5.0k | 72.00 |
| 2022-06-30 | $358k | 5.0k | 71.60 |
| 2022-03-31 | $382k | 5.0k | 76.40 |
| 2021-12-31 | $278k | 5.0k | 55.60 |
| 2021-09-30 | $260k | 5.0k | 52.00 |
| 2021-06-30 | $269k | 5.0k | 53.80 |