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Energy Select Sector SPDR shares owned by REDW Stanley Financial Advisors

Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by REDW Stanley Financial Advisors from 13F filings

Historical chart of REDW Stanley Financial 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 REDW Stanley Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Select Sector SPDR by REDW Stanley Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $495k 5.6k 87.80
2024-06-30 $517k 5.7k 91.15
2024-03-31 $548k 5.8k 94.41
2023-12-31 $533k 6.4k 83.84
2023-09-30 $496k 5.5k 90.39
2023-06-30 $500k 6.2k 81.17
2023-03-31 $863k 10k 82.83
2022-12-31 $937k 11k 87.47
2022-09-30 $696k 9.7k 72.01
2022-06-30 $688k 9.6k 71.55
2022-03-31 $421k 5.5k 76.50