Energy Select Sector SPDR shares owned by NewEdge Wealth
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by NewEdge Wealth
from 13F filings
Historical chart of NewEdge Wealth investment in Energy Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by NewEdge Wealth 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 NewEdge Wealth
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $9.1M | 108k | 83.84 |
2023-09-30 | $9.8M | 108k | 90.39 |
2023-06-30 | $8.5M | 104k | 81.17 |
2023-03-31 | $11M | 135k | 82.83 |
2022-12-31 | $11M | 129k | 87.47 |
2022-09-30 | $9.3M | 129k | 72.02 |
2022-06-30 | $9.1M | 127k | 71.51 |
2022-03-31 | $11M | 144k | 76.44 |
2021-12-31 | $9.7M | 175k | 55.50 |
2021-09-30 | $7.5M | 143k | 52.09 |
2021-06-30 | $6.5M | 120k | 53.87 |
2021-03-31 | $1.1M | 22k | 49.08 |
2020-12-31 | $1.4M | 38k | 37.90 |