Energy Select Sector SPDR shares owned by Lee Financial
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Lee Financial
from 13F filings
Historical chart of Lee Financial investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Lee Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $18M | 209k | 85.66 |
| 2024-09-30 | $18M | 207k | 87.80 |
| 2024-06-30 | $19M | 205k | 91.15 |
| 2024-03-31 | $20M | 212k | 94.41 |
| 2023-12-31 | $18M | 210k | 83.84 |
| 2023-09-30 | $19M | 214k | 90.39 |
| 2023-06-30 | $18M | 226k | 81.17 |
| 2023-03-31 | $20M | 236k | 82.83 |
| 2022-12-31 | $21M | 241k | 87.47 |
| 2022-09-30 | $17M | 239k | 72.02 |
| 2022-06-30 | $17M | 233k | 71.51 |
| 2022-03-31 | $16M | 210k | 76.44 |
| 2021-12-31 | $12M | 213k | 55.50 |
| 2021-09-30 | $11M | 208k | 52.09 |
| 2021-06-30 | $11M | 201k | 53.87 |
| 2021-03-31 | $9.2M | 187k | 49.06 |
| 2020-12-31 | $6.4M | 170k | 37.90 |
| 2020-09-30 | $4.8M | 162k | 29.95 |
| 2020-06-30 | $5.6M | 149k | 37.85 |
| 2020-03-31 | $556k | 19k | 29.05 |
| 2019-12-31 | $1.5M | 25k | 60.05 |
| 2019-09-30 | $3.1M | 52k | 59.21 |
| 2019-06-30 | $3.8M | 60k | 63.70 |
| 2019-03-31 | $4.0M | 61k | 66.12 |
| 2018-12-31 | $4.4M | 76k | 57.35 |
| 2018-09-30 | $100k | 1.3k | 75.76 |
| 2018-06-30 | $56k | 735 | 76.19 |