Energy Select Sector SPDR shares owned by Lantern Wealth Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Lantern Wealth Advisors
from 13F filings
Historical chart of Lantern Wealth Advisors investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Lantern Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $390k | 4.6k | 85.68 |
| 2024-09-30 | $419k | 4.8k | 87.81 |
| 2024-06-30 | $447k | 4.9k | 91.15 |
| 2024-03-31 | $478k | 5.1k | 94.41 |
| 2023-12-31 | $450k | 5.4k | 83.84 |