Energy Select Sector SPDR shares owned by Private Advisory
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Private Advisory
from 13F filings
Historical chart of Private Advisory investment in Energy Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by Private Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Energy Select Sector SPDR by Private Advisory
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $527k | 6.0k | 87.80 |
2024-06-30 | $554k | 6.1k | 91.15 |
2024-03-31 | $663k | 7.0k | 94.41 |
2023-09-30 | $2.2M | 24k | 90.39 |
2023-06-30 | $2.2M | 27k | 81.17 |
2023-03-31 | $1.4M | 17k | 82.83 |
2022-12-31 | $2.1M | 24k | 87.47 |
2022-09-30 | $2.1M | 29k | 72.01 |
2022-06-30 | $980k | 14k | 71.54 |
2022-03-31 | $1.2M | 16k | 76.41 |
2020-03-31 | $4.6M | 158k | 29.06 |
2018-03-31 | $801k | 12k | 67.38 |
2017-09-30 | $239k | 3.5k | 68.08 |
2017-06-30 | $560k | 8.7k | 64.72 |
2017-03-31 | $566k | 8.1k | 69.68 |
2016-12-31 | $491k | 6.5k | 75.45 |