Energy Select Sector SPDR shares owned by Perigon Wealth Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Perigon Wealth Management
from 13F filings
Historical chart of Perigon Wealth Management investment in Energy Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by Perigon Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Energy Select Sector SPDR by Perigon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.5M | 28k | 87.80 |
| 2024-06-30 | $2.4M | 26k | 91.15 |
| 2024-03-31 | $2.6M | 28k | 94.41 |
| 2023-12-31 | $2.5M | 30k | 83.84 |
| 2023-09-30 | $1.7M | 19k | 90.39 |
| 2023-06-30 | $1.5M | 18k | 81.17 |
| 2023-03-31 | $1.5M | 18k | 82.83 |
| 2022-12-31 | $1.7M | 19k | 87.47 |
| 2022-09-30 | $810k | 11k | 71.99 |
| 2022-06-30 | $751k | 11k | 71.49 |
| 2022-03-31 | $1.0M | 14k | 76.46 |
| 2021-12-31 | $842k | 15k | 55.53 |
| 2021-09-30 | $717k | 14k | 52.10 |
| 2021-06-30 | $586k | 11k | 53.86 |
| 2021-03-31 | $517k | 11k | 49.06 |
| 2020-12-31 | $298k | 7.9k | 37.91 |
| 2020-09-30 | $287k | 9.6k | 30.00 |
| 2020-06-30 | $363k | 9.6k | 37.88 |
| 2020-03-31 | $383k | 11k | 33.89 |
| 2019-12-31 | $532k | 8.7k | 60.86 |
| 2019-09-30 | $698k | 12k | 58.12 |
| 2019-06-30 | $475k | 7.5k | 63.68 |
| 2019-03-31 | $534k | 8.0k | 67.09 |
| 2018-12-31 | $816k | 13k | 62.95 |
| 2018-03-31 | $11k | 163 | 67.48 |
| 2017-12-31 | $12k | 163 | 73.62 |
| 2017-09-30 | $10k | 150 | 66.67 |
| 2011-09-30 | $810k | 11k | 71.99 |
More positions owned by Perigon Wealth Management
Home Depot (HD)
View all positions for Perigon Wealth Management