Energy Select Sector SPDR shares owned by Optimum Investment Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Optimum Investment Advisors
from 13F filings
Historical chart of Optimum Investment Advisors investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Optimum Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $361k | 4.1k | 87.80 |
| 2024-06-30 | $384k | 4.2k | 91.16 |
| 2024-03-31 | $381k | 4.0k | 94.41 |
| 2023-12-31 | $331k | 3.9k | 83.84 |
| 2023-09-30 | $319k | 3.5k | 90.38 |
| 2023-06-30 | $273k | 3.4k | 81.18 |
| 2023-03-31 | $6.4k | 4.1k | 1.56 |
| 2022-12-31 | $11k | 3.2k | 3.48 |
| 2022-09-30 | $163k | 2.3k | 71.84 |
| 2022-06-30 | $153k | 2.1k | 71.30 |
| 2022-03-31 | $136k | 1.8k | 76.23 |
| 2021-12-31 | $112k | 2.0k | 55.72 |
| 2021-09-30 | $153k | 2.9k | 51.92 |
| 2021-06-30 | $168k | 3.1k | 53.79 |
| 2021-03-31 | $162k | 3.3k | 49.09 |
| 2020-12-31 | $122k | 3.2k | 37.98 |
| 2020-09-30 | $95k | 3.2k | 30.09 |
| 2020-06-30 | $119k | 3.1k | 37.79 |
| 2020-03-31 | $85k | 2.9k | 29.15 |
| 2019-12-31 | $191k | 3.2k | 60.12 |
| 2019-09-30 | $182k | 3.1k | 59.28 |
| 2019-06-30 | $193k | 3.0k | 63.82 |
| 2019-03-31 | $189k | 2.9k | 66.22 |
| 2018-12-31 | $162k | 2.8k | 57.51 |
| 2018-09-30 | $211k | 2.8k | 75.57 |
| 2018-06-30 | $225k | 3.0k | 75.91 |
| 2018-03-31 | $202k | 3.0k | 67.56 |
| 2017-12-31 | $204k | 2.8k | 72.29 |
| 2015-03-31 | $95k | 1.2k | 77.49 |
| 2014-12-31 | $125k | 2.0k | 63.48 |
| 2014-09-30 | $192k | 2.2k | 88.52 |
| 2014-06-30 | $89k | 1.0k | 89.00 |
| 2014-03-31 | $89k | 1.0k | 89.00 |
| 2013-12-31 | $89k | 1.0k | 89.00 |
| 2013-09-30 | $83k | 1.0k | 83.00 |
More positions owned by Optimum Investment Advisors
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