Energy Select Sector SPDR shares owned by Lewis Asset Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Lewis Asset Management
from 13F filings
Historical chart of Lewis Asset Management investment in Energy Select Sector SPDR
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All positions including Energy Select Sector SPDR held by Lewis Asset Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Energy Select Sector SPDR by Lewis Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $494k | 11k | 44.71 |
| 2025-09-30 | $492k | 5.5k | 89.34 |
| 2025-06-30 | $439k | 5.2k | 84.80 |
| 2025-03-31 | $453k | 4.9k | 93.45 |
| 2024-12-31 | $434k | 5.1k | 85.66 |
| 2024-09-30 | $471k | 5.4k | 87.79 |
| 2024-06-30 | $456k | 5.0k | 91.15 |
| 2024-03-31 | $446k | 4.7k | 94.42 |
| 2023-12-31 | $347k | 4.1k | 83.84 |