Energy Select Sector SPDR shares owned by MBL Wealth
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by MBL Wealth
from 13F filings
Historical chart of MBL Wealth investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by MBL Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $487k | 5.5k | 89.34 |
| 2025-06-30 | $475k | 5.6k | 84.81 |
| 2025-03-31 | $652k | 7.0k | 93.45 |
| 2024-12-31 | $634k | 7.4k | 85.66 |
| 2024-09-30 | $875k | 10k | 87.80 |
| 2024-06-30 | $966k | 11k | 91.15 |
| 2024-03-31 | $1.0M | 11k | 94.41 |
| 2023-12-31 | $932k | 11k | 83.84 |
| 2023-09-30 | $953k | 11k | 90.39 |
| 2023-06-30 | $867k | 11k | 81.17 |
| 2023-03-31 | $2.3M | 28k | 82.83 |
| 2022-12-31 | $2.4M | 28k | 87.49 |
| 2022-09-30 | $2.0M | 27k | 72.01 |
| 2022-06-30 | $1.3M | 19k | 71.49 |
| 2022-03-31 | $796k | 10k | 76.41 |
| 2021-03-31 | $446k | 9.1k | 49.01 |