Energy Select Sector SPDR shares owned by Monterey Private Wealth
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Monterey Private Wealth
from 13F filings
Historical chart of Monterey Private Wealth investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Monterey Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $255k | 2.9k | 87.81 |
| 2024-06-30 | $265k | 2.9k | 91.15 |
| 2024-03-31 | $275k | 2.9k | 94.41 |
| 2023-12-31 | $244k | 2.9k | 83.84 |
| 2023-09-30 | $263k | 2.9k | 90.39 |
| 2023-06-30 | $233k | 2.9k | 81.17 |
| 2023-03-31 | $243k | 2.9k | 82.83 |
| 2022-12-31 | $251k | 2.9k | 87.47 |
| 2022-09-30 | $207k | 2.9k | 72.58 |
| 2022-06-30 | $204k | 2.9k | 71.53 |
| 2022-03-31 | $221k | 2.9k | 77.49 |