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Energy Select Sector SPDR shares owned by KWB Wealth

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

Historical chart of KWB Wealth investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Energy Select Sector SPDR by KWB Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $850k 10k 83.84
2023-09-30 $285k 3.5k 81.18
2023-06-30 $303k 3.7k 81.18
2023-03-31 $394k 4.5k 87.46
2022-12-31 $378k 4.3k 87.46
2022-09-30 $330k 4.6k 72.05
2022-06-30 $597k 8.3k 71.52