Energy Select Sector SPDR shares owned by Mission Wealth Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Mission Wealth Management
from 13F filings
Historical chart of Mission Wealth Management investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Mission Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.9M | 21k | 87.80 |
| 2024-06-30 | $2.0M | 22k | 91.15 |
| 2024-03-31 | $2.0M | 22k | 94.41 |
| 2023-12-31 | $1.7M | 21k | 83.84 |
| 2023-09-30 | $1.9M | 22k | 90.39 |
| 2023-06-30 | $1.7M | 21k | 81.17 |
| 2023-03-31 | $1.6M | 19k | 82.83 |
| 2022-12-31 | $443k | 5.1k | 87.47 |
| 2022-09-30 | $224k | 3.1k | 72.07 |
| 2022-06-30 | $221k | 3.1k | 71.54 |
| 2022-03-31 | $229k | 3.0k | 76.41 |