Energy Select Sector SPDR shares owned by PRW Wealth Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by PRW Wealth Management
from 13F filings
Historical chart of PRW Wealth Management investment in Energy Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by PRW Wealth Management 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 PRW Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $5.7M | 67k | 84.91 |
2023-06-30 | $4.9M | 51k | 97.34 |
2023-03-31 | $987k | 12k | 85.13 |
2022-12-31 | $9.9M | 116k | 85.23 |
2022-09-30 | $5.7M | 79k | 72.02 |
2022-06-30 | $5.8M | 81k | 71.51 |
2022-03-31 | $1.5M | 20k | 76.42 |
2021-12-31 | $264k | 4.8k | 55.56 |
2021-09-30 | $210k | 4.0k | 52.08 |