Energy Select Sector SPDR shares owned by Medallion Wealth Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Medallion Wealth Advisors
from 13F filings
Historical chart of Medallion Wealth Advisors investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Medallion Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $699k | 11k | 61.43 |
| 2025-12-31 | $379k | 8.5k | 44.55 |
| 2025-09-30 | $331k | 3.7k | 89.59 |
| 2025-06-30 | $345k | 4.1k | 85.03 |
| 2025-03-31 | $434k | 4.5k | 96.14 |
| 2024-12-31 | $318k | 3.7k | 86.91 |