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Energy Select Sector SPDR shares owned by McKinley Carter Wealth Services

Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by McKinley Carter Wealth Services from 13F filings

Historical chart of McKinley Carter Wealth Services investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Energy Select Sector SPDR held by McKinley Carter Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Select Sector SPDR by McKinley Carter Wealth Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.0M 69k 87.80
2024-06-30 $651k 7.1k 91.15
2024-03-31 $676k 7.2k 94.42
2023-12-31 $609k 7.3k 83.84
2023-09-30 $856k 9.5k 90.39
2023-06-30 $791k 9.7k 81.17
2023-03-31 $1.3M 16k 82.83
2022-12-31 $1.1M 13k 87.47
2022-09-30 $654k 9.1k 71.97
2022-06-30 $592k 8.3k 71.47
2021-12-31 $234k 4.2k 55.38
2021-09-30 $232k 4.5k 51.92
2021-06-30 $241k 4.5k 53.98
2021-03-31 $244k 5.0k 49.00
2018-03-31 $10k 143 69.93