Energy Select Sector SPDR shares owned by Private Wealth Group
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Private Wealth Group
from 13F filings
Historical chart of Private Wealth Group 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 Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Energy Select Sector SPDR by Private Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $321k | 7.2k | 44.71 |
| 2025-09-30 | $281k | 3.1k | 89.34 |
| 2025-06-30 | $266k | 3.1k | 84.81 |
| 2025-03-31 | $294k | 3.1k | 93.45 |
| 2024-12-31 | $1.1M | 13k | 85.66 |
| 2024-09-30 | $1.1M | 13k | 87.80 |
| 2024-06-30 | $1.2M | 13k | 91.15 |
| 2024-03-31 | $1.2M | 13k | 94.41 |
| 2023-12-31 | $1.1M | 13k | 83.84 |
| 2023-09-30 | $1.2M | 13k | 90.39 |
| 2023-06-30 | $1.1M | 13k | 81.17 |
| 2023-03-31 | $1.1M | 13k | 82.83 |
| 2022-12-31 | $1.2M | 14k | 87.47 |
| 2022-09-30 | $2.7M | 37k | 72.03 |
| 2022-06-30 | $2.7M | 37k | 71.52 |
| 2022-03-31 | $2.7M | 35k | 76.45 |
| 2021-12-31 | $1.8M | 33k | 55.50 |
| 2021-09-30 | $1.9M | 37k | 52.09 |
| 2021-06-30 | $2.0M | 37k | 53.86 |
| 2021-03-31 | $1.8M | 38k | 49.07 |
| 2020-12-31 | $927k | 25k | 37.90 |
| 2020-09-30 | $631k | 21k | 29.97 |
| 2020-06-30 | $1.2M | 32k | 37.85 |
| 2020-03-31 | $666k | 23k | 29.08 |