Energy Select Sector SPDR shares owned by Phillips Financial Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Phillips Financial Management
from 13F filings
Historical chart of Phillips Financial Management investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Phillips Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $135k | 1.5k | 89.34 |
| 2025-06-30 | $111k | 1.3k | 84.81 |
| 2025-03-31 | $123k | 1.3k | 93.45 |
| 2024-12-31 | $113k | 1.3k | 85.66 |
| 2024-09-30 | $115k | 1.3k | 87.80 |
| 2024-06-30 | $133k | 1.5k | 91.15 |
| 2024-03-31 | $138k | 1.5k | 94.41 |
| 2023-12-31 | $122k | 1.5k | 83.84 |
| 2023-09-30 | $129k | 1.4k | 90.39 |
| 2023-06-30 | $132k | 1.6k | 81.17 |
| 2023-03-31 | $134k | 1.6k | 82.83 |
| 2022-12-31 | $142k | 1.6k | 87.47 |
| 2022-09-30 | $117k | 1.6k | 72.09 |
More positions owned by Phillips Financial Management
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