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
Download as csv Download as ExcelQuarterly 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 |