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
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by Lewis Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Energy Select Sector SPDR by Lewis Asset Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |