Energy Select Sector SPDR shares owned by NEXT Financial
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by NEXT Financial
from 13F filings
Historical chart of NEXT Financial investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by NEXT Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-12-31 | $2.1M | 37k | 55.51 |
| 2021-09-30 | $1.7M | 32k | 52.08 |
| 2021-06-30 | $800k | 15k | 53.85 |
| 2021-03-31 | $678k | 14k | 49.04 |
| 2020-12-31 | $411k | 11k | 37.88 |
| 2020-09-30 | $334k | 11k | 29.89 |
| 2020-06-30 | $296k | 7.8k | 37.91 |
| 2020-03-31 | $194k | 6.7k | 29.11 |
| 2019-12-31 | $1.1M | 18k | 61.77 |
| 2019-09-30 | $1.7M | 29k | 59.22 |
| 2019-06-30 | $2.3M | 36k | 63.71 |
| 2019-03-31 | $531k | 8.0k | 66.00 |
| 2018-12-31 | $1.5M | 27k | 57.34 |
| 2018-09-30 | $413k | 5.5k | 75.77 |
| 2018-06-30 | $991k | 13k | 75.93 |
| 2018-03-31 | $1.1M | 16k | 67.42 |
| 2017-12-31 | $683k | 9.4k | 72.30 |
| 2017-09-30 | $673k | 9.9k | 68.10 |
| 2017-06-30 | $867k | 13k | 64.89 |
| 2017-03-31 | $579k | 8.5k | 67.85 |
| 2016-12-31 | $962k | 13k | 75.33 |
| 2016-09-30 | $1.3M | 19k | 70.60 |
| 2016-06-30 | $1.0M | 15k | 68.24 |
| 2016-03-31 | $647k | 11k | 61.86 |
| 2015-12-31 | $269k | 4.5k | 60.15 |
| 2015-09-30 | $438k | 7.2k | 61.08 |
| 2015-06-30 | $587k | 7.8k | 75.14 |
| 2015-03-31 | $588k | 7.6k | 77.48 |
| 2014-12-31 | $545k | 6.9k | 79.23 |
| 2014-09-30 | $515k | 5.7k | 90.63 |
| 2014-06-30 | $6.0k | 60 | 100.00 |