Energy Select Sector SPDR shares owned by Redmont Wealth Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Redmont Wealth Advisors
from 13F filings
Historical chart of Redmont Wealth Advisors investment in Energy Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by Redmont Wealth Advisors 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 Redmont Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $24k | 274 | 87.83 |
| 2024-06-30 | $25k | 274 | 91.17 |
| 2024-03-31 | $31k | 331 | 94.42 |
| 2023-12-31 | $609k | 7.3k | 83.84 |
| 2023-09-30 | $697k | 7.7k | 90.39 |
| 2023-06-30 | $633k | 7.8k | 81.17 |
| 2023-03-31 | $710k | 8.6k | 82.83 |
| 2022-12-31 | $855k | 9.8k | 87.47 |
| 2022-09-30 | $632k | 8.8k | 71.99 |
| 2022-06-30 | $1.5M | 21k | 71.52 |
| 2022-03-31 | $1.5M | 20k | 76.46 |
| 2021-12-31 | $897k | 16k | 55.47 |