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
Download as csv Download as ExcelQuarterly 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 |