Energy Select Sector SPDR shares owned by MGB Wealth Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by MGB Wealth Management
from 13F filings
Historical chart of MGB Wealth Management investment in Energy Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by MGB Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Energy Select Sector SPDR by MGB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $67k | 750 | 89.34 |
| 2025-06-30 | $85k | 1.0k | 84.81 |
| 2025-03-31 | $94k | 1.0k | 93.45 |
| 2024-12-31 | $86k | 1.0k | 85.66 |
| 2024-09-30 | $88k | 1.0k | 87.80 |
| 2024-06-30 | $91k | 1.0k | 90.52 |
| 2024-03-31 | $94k | 1.0k | 94.41 |
| 2023-12-31 | $84k | 1.0k | 83.84 |