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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

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Quarterly 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