Energy Select Sector SPDR shares owned by Larson Financial Group
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Larson Financial Group
from 13F filings
Historical chart of Larson Financial Group investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Larson Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $4.8M | 90k | 53.11 |
| 2026-03-31 | $3.9M | 64k | 61.26 |
| 2025-12-31 | $874k | 20k | 44.71 |
| 2025-09-30 | $864k | 9.7k | 89.34 |
| 2025-06-30 | $810k | 9.6k | 84.81 |
| 2025-03-31 | $577k | 6.2k | 93.44 |
| 2024-12-31 | $541k | 6.3k | 85.67 |
| 2024-09-30 | $561k | 6.4k | 87.80 |
| 2024-06-30 | $475k | 5.2k | 91.16 |
| 2024-03-31 | $72k | 766 | 94.42 |
| 2023-12-31 | $90k | 1.1k | 83.83 |
| 2023-09-30 | $92k | 1.0k | 90.35 |
| 2023-06-30 | $96k | 1.2k | 81.15 |
| 2023-03-31 | $185k | 2.2k | 82.82 |
| 2022-12-31 | $152k | 1.7k | 87.49 |
| 2022-09-30 | $172k | 2.4k | 72.09 |
| 2022-06-30 | $117k | 1.6k | 71.30 |
| 2022-03-31 | $51k | 666 | 76.58 |
| 2021-12-31 | $49k | 879 | 55.75 |
| 2021-09-30 | $44k | 853 | 51.58 |
| 2021-06-30 | $46k | 853 | 53.93 |
| 2021-03-31 | $24k | 626 | 38.34 |
| 2020-12-31 | $24k | 626 | 38.34 |
| 2020-09-30 | $10k | 323 | 30.96 |
| 2020-06-30 | $60k | 1.6k | 37.74 |
| 2020-03-31 | $999 | 22 | 45.45 |
| 2019-12-31 | $999 | 22 | 45.45 |
| 2019-09-30 | $17k | 284 | 59.86 |
| 2019-06-30 | $5.0k | 73 | 68.49 |
| 2019-03-31 | $4.0k | 73 | 54.79 |
| 2018-12-31 | $4.0k | 73 | 54.79 |