Energy Select Sector SPDR shares owned by Procyon Private Wealth Partners
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Procyon Private Wealth Partners
from 13F filings
Historical chart of Procyon Private Wealth Partners investment in Energy Select Sector SPDR
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All positions including Energy Select Sector SPDR held by Procyon Private Wealth Partners 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 Procyon Private Wealth Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $972k | 11k | 87.79 |
2024-06-30 | $991k | 11k | 91.15 |
2024-03-31 | $1.0M | 11k | 94.41 |
2023-12-31 | $1.1M | 13k | 83.84 |
2023-09-30 | $946k | 11k | 90.39 |
2023-06-30 | $846k | 10k | 81.17 |
2023-03-31 | $843k | 10k | 82.83 |
2022-12-31 | $901k | 10k | 87.47 |
2022-09-30 | $733k | 10k | 72.05 |
2022-06-30 | $721k | 10k | 71.52 |
2022-03-31 | $778k | 10k | 76.48 |
2021-12-31 | $553k | 10k | 55.47 |
2021-09-30 | $463k | 8.9k | 52.06 |
2021-06-30 | $294k | 5.5k | 53.92 |
2021-03-31 | $268k | 5.5k | 49.15 |
2020-12-31 | $221k | 5.8k | 37.89 |
2020-06-30 | $83k | 2.2k | 37.64 |
2020-03-31 | $63k | 2.2k | 29.25 |
2019-12-31 | $63k | 1.1k | 59.83 |
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