Energy Select Sector SPDR shares owned by Lokken Investment Group
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Lokken Investment Group
from 13F filings
Historical chart of Lokken Investment Group investment in Energy Select Sector SPDR
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All positions including Energy Select Sector SPDR held by Lokken Investment Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Energy Select Sector SPDR by Lokken Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 13k | 89.34 |
| 2025-06-30 | $1.0M | 12k | 84.81 |
| 2025-03-31 | $1.1M | 12k | 93.45 |
| 2022-12-31 | $2.0M | 23k | 87.47 |
| 2022-09-30 | $1.7M | 23k | 72.01 |
| 2022-06-30 | $1.6M | 22k | 71.51 |