Lake Hills Wealth Management »

Energy Select Sector SPDR shares owned by Lake Hills Wealth Management

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

Historical chart of Lake Hills Wealth Management investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Energy Select Sector SPDR by Lake Hills Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.2M 70k 87.80
2024-06-30 $5.9M 65k 91.15
2024-03-31 $5.9M 62k 94.41
2023-12-31 $2.5M 30k 83.84
2023-09-30 $2.0M 22k 90.39
2023-06-30 $1.8M 22k 81.17