Energy Select Sector SPDR shares owned by LM Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by LM Advisors
from 13F filings
Historical chart of LM Advisors investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by LM Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $328k | 3.7k | 89.37 |
| 2025-06-30 | $256k | 3.0k | 84.77 |
| 2025-03-31 | $282k | 3.0k | 93.38 |
| 2024-12-31 | $259k | 3.0k | 85.76 |
| 2024-09-30 | $223k | 2.5k | 87.66 |
| 2023-12-31 | $96k | 1.1k | 83.84 |