Energy Select Sector SPDR shares owned by PCG Wealth Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by PCG Wealth Advisors
from 13F filings
Historical chart of PCG Wealth Advisors investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by PCG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.2M | 26k | 85.66 |
| 2024-09-30 | $2.3M | 27k | 87.80 |
| 2024-06-30 | $2.4M | 27k | 91.15 |
| 2024-03-31 | $2.3M | 24k | 94.41 |
| 2023-12-31 | $2.2M | 26k | 83.84 |
| 2023-09-30 | $3.7M | 41k | 90.39 |
| 2023-06-30 | $3.3M | 41k | 81.17 |
| 2023-03-31 | $4.8M | 58k | 82.83 |
| 2022-12-31 | $4.9M | 56k | 87.47 |