Energy Select Sector SPDR shares owned by Principle Wealth Partners
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Principle Wealth Partners
from 13F filings
Historical chart of Principle Wealth Partners investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Principle Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $879k | 9.6k | 91.15 |
| 2024-03-31 | $896k | 9.5k | 94.41 |
| 2023-12-31 | $796k | 9.5k | 83.84 |
| 2023-09-30 | $923k | 10k | 90.39 |
| 2023-06-30 | $732k | 9.0k | 81.18 |
| 2023-03-31 | $5.3M | 64k | 82.83 |
| 2022-12-31 | $5.6M | 64k | 87.47 |
| 2022-09-30 | $4.4M | 61k | 72.01 |
| 2022-06-30 | $2.6M | 36k | 71.51 |
| 2022-03-31 | $858k | 11k | 76.40 |
| 2020-06-30 | $95k | 2.5k | 37.91 |