Energy Select Sector SPDR shares owned by Liberty Wealth Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Liberty Wealth Management
from 13F filings
Historical chart of Liberty Wealth Management investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Liberty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $328k | 5.4k | 61.26 |
| 2021-09-30 | $67k | 1.3k | 52.47 |
| 2021-06-30 | $206k | 11k | 18.54 |
| 2021-03-31 | $13k | 351 | 37.04 |
| 2020-12-31 | $13k | 351 | 37.04 |
| 2020-09-30 | $32k | 1.1k | 29.52 |
| 2020-06-30 | $15k | 401 | 37.41 |
| 2020-03-31 | $18k | 636 | 28.30 |
| 2019-12-31 | $36k | 605 | 59.50 |
| 2019-09-30 | $43k | 727 | 59.15 |
| 2019-06-30 | $39k | 605 | 64.46 |
| 2019-03-31 | $40k | 605 | 66.12 |
| 2018-12-31 | $34k | 605 | 56.20 |