Energy Select Sector SPDR shares owned by Lodestone Wealth Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Lodestone Wealth Management
from 13F filings
Historical chart of Lodestone Wealth Management investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Lodestone Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $553k | 6.2k | 89.34 |
| 2025-06-30 | $530k | 6.2k | 84.81 |
| 2025-03-31 | $527k | 5.6k | 93.44 |
| 2024-12-31 | $469k | 5.5k | 85.66 |
| 2024-09-30 | $380k | 4.3k | 87.79 |
| 2024-06-30 | $476k | 5.2k | 91.16 |
| 2024-03-31 | $486k | 5.1k | 94.41 |
| 2023-12-31 | $408k | 4.9k | 83.84 |
| 2023-09-30 | $428k | 4.7k | 90.39 |
| 2023-06-30 | $356k | 4.4k | 81.18 |
| 2023-03-31 | $290k | 3.5k | 82.82 |
| 2022-12-31 | $302k | 3.5k | 87.47 |
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