Energy Select Sector SPDR shares owned by Kozak & Associates
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Kozak & Associates
from 13F filings
Historical chart of Kozak & Associates investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Kozak & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.1k | 34 | 90.35 |
| 2025-06-30 | $3.0k | 34 | 88.06 |
| 2025-03-31 | $2.7k | 34 | 79.18 |
| 2024-09-30 | $174 | 2 | 87.00 |
| 2024-06-30 | $175 | 2 | 87.50 |
| 2024-03-31 | $12k | 127 | 93.59 |
| 2023-12-31 | $10k | 126 | 80.66 |
| 2023-09-30 | $11k | 125 | 85.56 |
| 2023-06-30 | $10k | 124 | 81.26 |
| 2023-03-31 | $10k | 123 | 82.66 |
| 2022-12-31 | $11k | 121 | 90.91 |
| 2022-09-30 | $10k | 120 | 83.33 |
| 2022-06-30 | $9.0k | 119 | 75.63 |
| 2022-03-31 | $9.0k | 117 | 76.92 |
| 2021-12-31 | $9.0k | 117 | 76.92 |
| 2021-09-30 | $7.0k | 115 | 60.87 |