Energy Select Sector SPDR shares owned by Legacy Financial Group
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Legacy Financial Group
from 13F filings
Historical chart of Legacy Financial Group investment in Energy Select Sector SPDR
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All positions including Energy Select Sector SPDR held by Legacy Financial Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Energy Select Sector SPDR by Legacy Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $287k | 6.4k | 44.71 |
| 2025-09-30 | $281k | 3.1k | 89.34 |
| 2025-06-30 | $276k | 3.3k | 84.81 |
| 2025-03-31 | $310k | 3.3k | 93.45 |
| 2024-12-31 | $349k | 4.1k | 85.66 |
| 2024-09-30 | $302k | 3.4k | 88.59 |