Energy Select Sector SPDR shares owned by Northwest Financial Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Northwest Financial Advisors
from 13F filings
Historical chart of Northwest Financial 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 Northwest Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Energy Select Sector SPDR by Northwest Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $234k | 2.6k | 89.36 |
| 2025-06-30 | $222k | 2.6k | 84.80 |
| 2025-03-31 | $513k | 5.5k | 93.45 |
| 2024-12-31 | $614k | 7.2k | 85.66 |
| 2024-09-30 | $628k | 7.2k | 87.80 |
| 2024-06-30 | $703k | 7.7k | 91.15 |
| 2024-03-31 | $726k | 7.7k | 94.41 |
| 2023-12-31 | $643k | 7.7k | 83.84 |
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