Energy Select Sector SPDR shares owned by LGT Financial Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by LGT Financial Advisors
from 13F filings
Historical chart of LGT Financial Advisors investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by LGT Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14k | 155 | 89.34 |
| 2024-12-31 | $4.1k | 48 | 85.65 |
| 2024-09-30 | $12k | 136 | 87.81 |
| 2024-06-30 | $15k | 167 | 91.15 |
| 2024-03-31 | $36k | 380 | 94.50 |
| 2023-12-31 | $71k | 843 | 83.84 |
| 2023-09-30 | $68k | 748 | 90.39 |
| 2023-06-30 | $65k | 806 | 81.18 |
| 2023-03-31 | $26k | 317 | 82.83 |
| 2022-12-31 | $9.1k | 104 | 87.71 |