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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

Tip: Access up to 7 years of quarterly data

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
2024-09-30 $1.3M 15k 87.80
2024-03-31 $1.4M 15k 93.83