Energy Select Sector SPDR shares owned by Montecito Bank & Trust
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Montecito Bank & Trust
from 13F filings
Historical chart of Montecito Bank & Trust investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Montecito Bank & Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $336k | 3.8k | 89.34 |
| 2025-03-31 | $402k | 4.3k | 93.45 |
| 2024-12-31 | $369k | 4.3k | 85.66 |
| 2024-09-30 | $385k | 4.4k | 87.80 |
| 2024-06-30 | $457k | 5.0k | 91.15 |
| 2024-03-31 | $511k | 5.4k | 94.41 |
| 2023-12-31 | $482k | 5.7k | 83.84 |
| 2023-09-30 | $588k | 6.5k | 90.39 |
| 2023-06-30 | $938k | 12k | 81.17 |
| 2023-03-31 | $972k | 12k | 82.83 |
| 2022-12-31 | $947k | 11k | 87.45 |
| 2022-09-30 | $780k | 11k | 72.03 |
| 2022-06-30 | $802k | 11k | 71.55 |
| 2022-03-31 | $584k | 7.6k | 76.45 |
| 2018-12-31 | $433k | 7.6k | 57.33 |
| 2018-09-30 | $1.2M | 16k | 75.77 |
| 2018-06-30 | $988k | 13k | 75.96 |
| 2018-03-31 | $860k | 13k | 67.44 |
| 2017-12-31 | $373k | 5.2k | 72.26 |
| 2017-09-30 | $289k | 4.2k | 68.60 |
| 2017-06-30 | $267k | 4.1k | 65.00 |
| 2017-03-31 | $311k | 4.5k | 69.89 |
| 2016-12-31 | $9.0k | 125 | 72.00 |