Energy Select Sector SPDR shares owned by Rise Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Rise Advisors
from 13F filings
Historical chart of Rise Advisors investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Rise Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.0M | 44k | 89.34 |
| 2025-06-30 | $3.5M | 41k | 84.81 |
| 2024-12-31 | $20k | 233 | 85.52 |
| 2024-09-30 | $20k | 227 | 87.68 |
| 2024-06-30 | $21k | 225 | 91.09 |
| 2024-03-31 | $21k | 223 | 94.46 |
| 2023-12-31 | $19k | 221 | 83.97 |
| 2023-09-30 | $20k | 220 | 90.31 |
| 2023-06-30 | $19k | 228 | 81.24 |
| 2023-03-31 | $24k | 292 | 82.81 |
| 2022-12-31 | $26k | 291 | 87.49 |
| 2022-09-30 | $21k | 288 | 72.92 |
| 2022-06-30 | $20k | 285 | 70.18 |
| 2022-03-31 | $16k | 207 | 77.29 |
| 2021-12-31 | $11k | 205 | 55.50 |