Energy Select Sector SPDR shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Pensionmark Financial Group
from 13F filings
Historical chart of Pensionmark Financial Group investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 17k | 89.34 |
| 2025-06-30 | $1.4M | 16k | 84.80 |
| 2025-03-31 | $1.2M | 13k | 93.43 |
| 2024-12-31 | $1.1M | 13k | 85.65 |
| 2024-09-30 | $633k | 7.2k | 87.79 |
| 2024-06-30 | $303k | 3.3k | 91.16 |
| 2023-09-30 | $2.0M | 22k | 90.39 |
| 2023-06-30 | $1.7M | 21k | 81.17 |
| 2023-03-31 | $1.8M | 21k | 82.83 |
| 2022-12-31 | $1.8M | 21k | 87.47 |
| 2022-09-30 | $1.0M | 14k | 72.04 |
| 2022-06-30 | $608k | 8.2k | 74.45 |
| 2022-03-31 | $594k | 7.8k | 76.50 |
| 2021-12-31 | $509k | 7.4k | 68.43 |
| 2021-06-30 | $312k | 5.8k | 53.83 |
| 2021-03-31 | $303k | 5.8k | 51.94 |
| 2020-06-30 | $457k | 12k | 38.60 |
More positions owned by Pensionmark Financial Group
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