Energy Select Sector SPDR shares owned by Lido Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Lido Advisors
from 13F filings
Historical chart of Lido Advisors investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Lido Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $8.6M | 94k | 91.15 |
| 2024-03-31 | $9.1M | 97k | 94.41 |
| 2023-12-31 | $8.5M | 101k | 83.84 |
| 2023-09-30 | $9.8M | 108k | 90.39 |
| 2023-06-30 | $8.7M | 107k | 81.17 |
| 2023-03-31 | $36M | 439k | 82.83 |
| 2022-12-31 | $47M | 533k | 87.47 |
| 2022-09-30 | $34M | 469k | 72.02 |
| 2022-06-30 | $28M | 394k | 71.47 |
| 2022-03-31 | $30M | 386k | 76.42 |
| 2021-12-31 | $19M | 347k | 55.50 |
| 2021-09-30 | $18M | 194k | 92.28 |
| 2021-06-30 | $19M | 349k | 53.87 |
| 2021-03-31 | $2.2M | 45k | 49.07 |
| 2020-12-31 | $1.3M | 35k | 37.88 |
| 2019-12-31 | $240k | 4.0k | 60.00 |
| 2019-09-30 | $236k | 4.0k | 59.00 |
| 2019-06-30 | $254k | 4.0k | 63.50 |
| 2019-03-31 | $264k | 4.0k | 66.00 |
| 2018-12-31 | $714k | 13k | 57.35 |
| 2018-09-30 | $16M | 209k | 75.74 |
| 2018-06-30 | $16M | 214k | 75.94 |
| 2018-03-31 | $886k | 13k | 67.40 |
| 2017-06-30 | $860k | 13k | 64.93 |
| 2017-03-31 | $923k | 14k | 67.78 |
| 2016-12-31 | $17M | 219k | 75.32 |
| 2016-09-30 | $1.1M | 15k | 70.62 |
| 2016-06-30 | $1.0M | 15k | 68.21 |
| 2016-03-31 | $975k | 16k | 61.90 |