Energy Select Sector SPDR shares owned by Meritage Portfolio Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Meritage Portfolio Management
from 13F filings
Historical chart of Meritage Portfolio Management investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Meritage Portfolio Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $4.4M | 51k | 85.66 |
| 2023-06-30 | $1.4M | 17k | 81.17 |
| 2022-12-31 | $11M | 122k | 87.47 |
| 2022-09-30 | $8.9M | 124k | 72.02 |
| 2022-06-30 | $6.6M | 92k | 71.52 |
| 2022-03-31 | $234k | 3.1k | 76.40 |
| 2021-03-31 | $4.2M | 85k | 49.06 |
| 2019-12-31 | $2.2M | 37k | 60.05 |
| 2019-03-31 | $3.6M | 54k | 66.12 |
| 2018-03-31 | $5.9M | 87k | 67.41 |
| 2017-12-31 | $11M | 146k | 72.26 |
| 2017-09-30 | $10M | 149k | 68.48 |
| 2017-06-30 | $5.6M | 86k | 64.92 |
| 2017-03-31 | $9.2M | 131k | 69.90 |
| 2016-12-31 | $9.2M | 122k | 75.32 |
| 2016-09-30 | $6.8M | 96k | 70.61 |
| 2016-06-30 | $6.7M | 99k | 68.24 |
| 2016-03-31 | $3.8M | 62k | 61.90 |
| 2015-12-31 | $618k | 10k | 60.29 |
| 2015-09-30 | $2.0M | 32k | 61.18 |
| 2015-03-31 | $4.1M | 53k | 77.59 |
| 2014-12-31 | $1.2M | 16k | 79.13 |
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