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
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by Lifeworks Advisors 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 Lifeworks Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |