Energy Select Sector SPDR shares owned by Morris Retirement Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Morris Retirement Advisors
from 13F filings
Historical chart of Morris Retirement Advisors investment in Energy Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by Morris Retirement Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Energy Select Sector SPDR by Morris Retirement Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 36k | 89.34 |
| 2025-03-31 | $204k | 2.2k | 93.43 |
| 2024-12-31 | $233k | 2.7k | 85.65 |
| 2024-09-30 | $239k | 2.7k | 87.79 |
| 2024-06-30 | $225k | 2.5k | 91.14 |
| 2024-03-31 | $250k | 2.7k | 94.41 |
| 2023-12-31 | $278k | 3.3k | 83.84 |
| 2023-09-30 | $3.4M | 37k | 90.39 |
| 2023-06-30 | $3.0M | 38k | 81.17 |
| 2023-03-31 | $4.6M | 55k | 82.83 |
| 2022-12-31 | $5.1M | 58k | 87.47 |
| 2022-09-30 | $4.9M | 61k | 80.12 |
| 2022-06-30 | $4.3M | 60k | 71.52 |
| 2022-03-31 | $7.1M | 92k | 76.44 |
| 2021-12-31 | $4.7M | 84k | 55.50 |
| 2021-09-30 | $4.4M | 84k | 52.09 |
| 2021-06-30 | $4.8M | 88k | 53.87 |
| 2021-03-31 | $5.2M | 106k | 49.06 |
More positions owned by Morris Retirement Advisors
View all positions for Morris Retirement Advisors