Energy Select Sector SPDR shares owned by Meridian Wealth Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Meridian Wealth Management
from 13F filings
Historical chart of Meridian Wealth Management investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Meridian Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.5M | 50k | 89.36 |
| 2025-06-30 | $4.3M | 51k | 84.84 |
| 2025-03-31 | $4.5M | 48k | 93.44 |
| 2024-12-31 | $4.3M | 51k | 85.68 |
| 2024-09-30 | $4.6M | 52k | 87.81 |
| 2024-06-30 | $4.8M | 52k | 91.15 |
| 2023-12-31 | $4.5M | 53k | 83.87 |
| 2023-09-30 | $4.3M | 47k | 90.39 |
| 2023-06-30 | $4.4M | 54k | 81.17 |
| 2023-03-31 | $5.2M | 63k | 82.83 |
| 2022-12-31 | $3.4M | 39k | 87.47 |
| 2022-09-30 | $2.9M | 40k | 72.01 |
| 2022-06-30 | $8.0M | 111k | 71.51 |
| 2022-03-31 | $16M | 210k | 76.44 |
| 2021-12-31 | $19M | 340k | 55.50 |
| 2021-09-30 | $18M | 344k | 52.09 |
| 2021-06-30 | $19M | 353k | 53.87 |
| 2021-03-31 | $18M | 361k | 49.06 |
| 2020-12-31 | $15M | 387k | 37.90 |
| 2020-03-31 | $347k | 12k | 28.98 |
| 2019-06-30 | $299k | 470 | 636.17 |
| 2019-03-31 | $311k | 470 | 661.70 |
| 2016-12-31 | $1.8M | 24k | 75.31 |
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