Energy Select Sector SPDR shares owned by Merit Financial Group
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Merit Financial Group
from 13F filings
Historical chart of Merit Financial Group investment in Energy Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by Merit Financial Group 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 Merit Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.4M | 72k | 89.34 |
| 2025-06-30 | $6.0M | 70k | 84.81 |
| 2025-03-31 | $7.8M | 83k | 93.45 |
| 2024-12-31 | $9.9M | 115k | 85.66 |
| 2024-09-30 | $10M | 115k | 87.80 |
| 2024-03-31 | $11M | 115k | 92.57 |
| 2023-12-31 | $5.4M | 64k | 83.84 |
| 2023-09-30 | $5.4M | 60k | 90.39 |
| 2023-06-30 | $2.9M | 36k | 81.17 |
| 2023-03-31 | $7.3M | 88k | 82.83 |
| 2022-12-31 | $7.0M | 80k | 87.47 |
| 2022-09-30 | $1.5M | 21k | 72.00 |
| 2022-06-30 | $1.1M | 15k | 71.48 |
| 2022-03-31 | $375k | 4.9k | 76.37 |
| 2018-09-30 | $386k | 5.1k | 75.73 |
| 2018-06-30 | $343k | 4.5k | 75.87 |