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
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Quarterly reported holdings in Energy Select Sector SPDR by MA Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $309k | 3.5k | 89.34 |
| 2025-06-30 | $705k | 8.3k | 84.81 |
| 2025-03-31 | $1.1M | 11k | 93.45 |
| 2024-12-31 | $973k | 11k | 85.66 |
| 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 |