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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

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Quarterly 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