Energy Select Sector SPDR shares owned by Northwest Wealth Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Northwest Wealth Management
from 13F filings
Historical chart of Northwest Wealth Management 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 Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Energy Select Sector SPDR by Northwest Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $213k | 4.8k | 44.71 |
| 2025-09-30 | $305k | 3.4k | 89.34 |
| 2025-06-30 | $332k | 3.9k | 84.82 |
| 2025-03-31 | $366k | 3.9k | 93.44 |
| 2024-12-31 | $343k | 4.0k | 85.66 |
| 2024-09-30 | $338k | 3.8k | 87.80 |
| 2024-06-30 | $356k | 3.9k | 91.15 |
| 2024-03-31 | $470k | 5.0k | 94.41 |
| 2023-12-31 | $417k | 5.0k | 83.83 |
| 2023-09-30 | $450k | 5.0k | 90.39 |
| 2023-06-30 | $404k | 5.0k | 81.17 |
| 2023-03-31 | $412k | 5.0k | 82.83 |
| 2022-12-31 | $413k | 4.7k | 87.46 |
| 2022-09-30 | $340k | 4.7k | 72.11 |
| 2022-06-30 | $337k | 4.7k | 71.50 |
| 2022-03-31 | $360k | 4.7k | 76.42 |
| 2021-12-31 | $261k | 4.7k | 55.41 |
| 2021-09-30 | $245k | 4.7k | 52.04 |
| 2021-06-30 | $254k | 4.7k | 53.97 |
| 2021-03-31 | $231k | 4.7k | 49.11 |
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