Energy Select Sector SPDR shares owned by Modern Wealth Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Modern Wealth Management
from 13F filings
Historical chart of Modern Wealth Management investment in Energy Select Sector SPDR
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All positions including Energy Select Sector SPDR held by Modern Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Energy Select Sector SPDR by Modern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $31M | 341k | 89.34 |
| 2025-06-30 | $29M | 340k | 83.62 |
| 2025-03-31 | $29M | 317k | 91.75 |
| 2024-12-31 | $25M | 301k | 83.44 |
| 2024-09-30 | $1.3M | 14k | 87.11 |
| 2024-06-30 | $1.3M | 15k | 91.13 |
| 2024-03-31 | $1.4M | 14k | 95.16 |
| 2023-12-31 | $278k | 3.3k | 83.85 |