Energy Select Sector SPDR shares owned by Lake Street Advisors Group
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Lake Street Advisors Group
from 13F filings
Historical chart of Lake Street Advisors Group investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Lake Street Advisors Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 14k | 87.80 |
| 2024-06-30 | $1.4M | 15k | 91.15 |
| 2023-12-31 | $2.5M | 30k | 83.84 |
| 2023-09-30 | $2.7M | 30k | 90.40 |
| 2023-06-30 | $2.4M | 30k | 81.17 |
| 2022-12-31 | $2.6M | 30k | 87.49 |
| 2022-09-30 | $2.6M | 36k | 72.02 |
| 2022-06-30 | $2.6M | 36k | 71.50 |
| 2022-03-31 | $11M | 144k | 76.44 |
| 2021-12-31 | $12M | 221k | 55.50 |
| 2021-09-30 | $11M | 219k | 52.09 |
| 2021-06-30 | $11M | 211k | 50.01 |
| 2021-03-31 | $15M | 310k | 49.06 |
| 2020-12-31 | $12M | 308k | 37.90 |
| 2020-09-30 | $9.2M | 306k | 29.95 |
| 2020-06-30 | $12M | 304k | 37.85 |
| 2020-03-31 | $8.8M | 302k | 29.06 |
| 2019-12-31 | $10M | 173k | 60.04 |
| 2019-09-30 | $10M | 173k | 59.20 |
| 2019-06-30 | $14M | 224k | 63.71 |
| 2019-03-31 | $15M | 224k | 66.12 |
| 2018-12-31 | $13M | 224k | 57.35 |
| 2018-09-30 | $19M | 248k | 75.74 |
| 2018-06-30 | $20M | 264k | 75.94 |
| 2018-03-31 | $3.7M | 54k | 67.41 |
| 2017-12-31 | $3.9M | 54k | 72.26 |
More positions owned by Lake Street Advisors Group
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