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Energy Select Sector SPDR shares owned by Private Wealth Strategies

Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Private Wealth Strategies from 13F filings

Historical chart of Private Wealth Strategies investment in Energy Select Sector SPDR

Jul 2022Jan 2023Jul 2023Jan 2024Jul 2024300k350k400k3500400045005000
Value ($)Share countHistorical XLE position of Private Wealth Strategies Source: stockzoa.comValue ($)Share count

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All positions including Energy Select Sector SPDR held by Private Wealth Strategies 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 Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-06-30 $343k 3.8k 91.15
2024-03-31 $357k 3.8k 94.41
2023-12-31 $312k 3.7k 83.84
2023-09-30 $327k 3.6k 90.39
2023-06-30 $292k 3.6k 81.18
2023-03-31 $403k 4.9k 82.84
2022-12-31 $426k 4.9k 87.47
2022-09-30 $365k 5.1k 72.09
2022-06-30 $347k 4.9k 71.40
2022-03-31 $271k 3.5k 76.38