Energy Select Sector SPDR shares owned by Okabena Investment Services
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Okabena Investment Services
from 13F filings
Historical chart of Okabena Investment Services investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Okabena Investment Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 18k | 89.34 |
| 2025-06-30 | $1.5M | 18k | 84.81 |
| 2025-03-31 | $1.6M | 18k | 93.45 |
| 2024-12-31 | $1.5M | 17k | 85.66 |
| 2024-09-30 | $1.5M | 17k | 87.80 |
| 2024-06-30 | $1.5M | 17k | 91.15 |
| 2024-03-31 | $1.6M | 17k | 94.41 |
| 2023-12-31 | $1.4M | 17k | 83.84 |
| 2023-09-30 | $992k | 11k | 90.39 |
| 2023-06-30 | $891k | 11k | 81.17 |
| 2022-09-30 | $13k | 187 | 69.52 |
| 2022-03-31 | $5.0k | 71 | 70.42 |
| 2021-12-31 | $4.0k | 71 | 56.34 |
| 2021-09-30 | $591k | 11k | 52.12 |
| 2021-06-30 | $611k | 11k | 53.88 |
| 2021-03-31 | $556k | 11k | 49.03 |
| 2020-12-31 | $430k | 11k | 37.92 |
| 2020-09-30 | $340k | 11k | 29.98 |
| 2020-06-30 | $429k | 11k | 37.83 |
| 2020-03-31 | $371k | 13k | 29.08 |
| 2019-12-31 | $766k | 13k | 60.04 |
More positions owned by Okabena Investment Services
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