Energy Select Sector SPDR shares owned by Legacy Wealth Managment
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Legacy Wealth Managment
from 13F filings
Historical chart of Legacy Wealth Managment investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Legacy Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $29k | 329 | 89.34 |
| 2025-06-30 | $14k | 167 | 84.81 |
| 2025-03-31 | $6.3k | 67 | 93.46 |
| 2024-12-31 | $20k | 225 | 88.56 |
| 2024-09-30 | $21k | 225 | 94.51 |