Energy Select Sector SPDR shares owned by Peterson Wealth Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Peterson Wealth Management
from 13F filings
Historical chart of Peterson Wealth Management investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Peterson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $328k | 3.5k | 93.44 |
| 2024-12-31 | $301k | 3.5k | 85.65 |
| 2024-09-30 | $328k | 3.7k | 87.80 |
| 2024-06-30 | $371k | 4.1k | 91.14 |
| 2024-03-31 | $381k | 4.0k | 94.42 |
| 2023-12-31 | $333k | 4.0k | 83.84 |
| 2023-09-30 | $290k | 3.2k | 90.39 |
| 2023-03-31 | $202k | 2.4k | 82.83 |
| 2022-12-31 | $218k | 2.5k | 87.47 |
| 2022-09-30 | $263k | 3.7k | 71.90 |
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