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
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All positions including Energy Select Sector SPDR held by REDW Stanley Financial Advisors 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 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 |
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