Energy Select Sector SPDR shares owned by Lake Street Financial
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Lake Street Financial
from 13F filings
Historical chart of Lake Street Financial investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Lake Street Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $431k | 4.8k | 89.34 |
| 2025-06-30 | $498k | 5.9k | 84.81 |
| 2025-03-31 | $570k | 6.1k | 93.45 |
| 2024-12-31 | $528k | 6.2k | 85.66 |
| 2024-09-30 | $544k | 6.2k | 87.80 |
| 2024-06-30 | $1.7M | 19k | 91.15 |
| 2024-03-31 | $1.8M | 19k | 94.41 |
| 2023-12-31 | $1.7M | 20k | 83.84 |
| 2023-09-30 | $2.1M | 23k | 92.25 |
| 2023-06-30 | $1.8M | 22k | 81.17 |
| 2023-03-31 | $2.1M | 25k | 82.83 |
| 2022-12-31 | $2.2M | 25k | 87.47 |
| 2022-09-30 | $1.7M | 24k | 72.02 |
| 2022-06-30 | $1.9M | 26k | 71.49 |
| 2022-03-31 | $2.0M | 26k | 76.45 |
| 2021-12-31 | $1.3M | 24k | 55.51 |