Energy Select Sector SPDR shares owned by MA Private Wealth
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by MA Private Wealth
from 13F filings
Historical chart of MA Private Wealth investment in Energy Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by MA Private Wealth 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 MA Private Wealth
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $997k | 11k | 87.80 |
2024-06-30 | $1.2M | 13k | 91.15 |
2024-03-31 | $1.3M | 13k | 94.41 |
2023-12-31 | $1.6M | 19k | 83.84 |
2023-09-30 | $2.0M | 23k | 90.39 |
2023-06-30 | $1.9M | 24k | 81.17 |
2023-03-31 | $1.9M | 24k | 82.83 |
2022-12-31 | $4.6M | 52k | 87.47 |
2022-09-30 | $9.1M | 104k | 87.34 |
2022-06-30 | $7.2M | 104k | 68.79 |
2022-03-31 | $14M | 177k | 76.44 |
2021-12-31 | $11M | 193k | 55.50 |
2021-09-30 | $11M | 203k | 52.09 |
2021-06-30 | $4.2M | 79k | 53.87 |
2021-03-31 | $3.5M | 71k | 49.06 |