Energy Select Sector SPDR shares owned by Lifeworks Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Lifeworks Advisors
from 13F filings
Historical chart of Lifeworks Advisors investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Lifeworks Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $958k | 11k | 87.80 |
| 2024-06-30 | $1.1M | 12k | 91.15 |
| 2024-03-31 | $1.1M | 12k | 94.41 |
| 2023-12-31 | $979k | 12k | 83.84 |
| 2023-09-30 | $1.1M | 12k | 90.39 |
| 2023-06-30 | $285k | 3.5k | 81.17 |
| 2023-03-31 | $287k | 3.5k | 82.83 |