Energy Select Sector SPDR shares owned by Peak Financial Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Peak Financial Advisors
from 13F filings
Historical chart of Peak 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 Peak Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Energy Select Sector SPDR by Peak Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $3.0M | 36k | 83.84 |
2023-09-30 | $5.2M | 58k | 90.39 |
2023-06-30 | $384k | 4.7k | 81.17 |
2023-03-31 | $288k | 3.5k | 82.83 |
2022-12-31 | $1.4M | 16k | 87.47 |
2022-09-30 | $1.3M | 18k | 72.00 |
2022-03-31 | $1.7M | 22k | 76.43 |
2021-06-30 | $1.6M | 30k | 53.85 |
2021-03-31 | $1.3M | 26k | 49.05 |