Energy Select Sector SPDR shares owned by MBM Wealth Consultants
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by MBM Wealth Consultants
from 13F filings
Historical chart of MBM Wealth Consultants investment in Energy Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by MBM Wealth Consultants consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Energy Select Sector SPDR by MBM Wealth Consultants
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $101k | 1.7k | 61.26 |
| 2023-03-31 | $82k | 1.1k | 75.93 |
| 2022-12-31 | $91k | 1.1k | 84.26 |
| 2022-09-30 | $82k | 1.1k | 75.93 |
| 2022-06-30 | $83k | 1.2k | 71.55 |
| 2022-03-31 | $89k | 1.2k | 76.72 |
| 2021-12-31 | $78k | 1.5k | 52.07 |
| 2021-09-30 | $78k | 1.5k | 52.07 |
| 2021-06-30 | $444k | 8.2k | 53.86 |
| 2021-03-31 | $395k | 8.1k | 49.07 |
| 2020-12-31 | $337k | 8.9k | 37.97 |
| 2020-09-30 | $255k | 8.5k | 29.96 |
| 2020-06-30 | $531k | 14k | 37.86 |
| 2020-03-31 | $1.0k | 40 | 25.00 |
| 2019-12-31 | $2.0k | 40 | 50.00 |
| 2019-09-30 | $4.0k | 61 | 65.57 |
| 2019-06-30 | $4.0k | 61 | 65.57 |
| 2019-03-31 | $4.0k | 61 | 65.57 |
| 2018-12-31 | $3.0k | 61 | 49.18 |