Energy Select Sector SPDR shares owned by River Wealth Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by River Wealth Advisors
from 13F filings
Historical chart of River Wealth Advisors investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by River Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 11k | 89.34 |
| 2025-06-30 | $972k | 12k | 84.81 |
| 2025-03-31 | $1.1M | 12k | 93.45 |
| 2024-12-31 | $1.1M | 13k | 85.66 |
| 2024-09-30 | $1.2M | 13k | 87.80 |
| 2024-03-31 | $1.3M | 13k | 94.41 |
| 2023-12-31 | $1.1M | 13k | 83.84 |
| 2023-09-30 | $1.2M | 13k | 90.39 |
| 2023-06-30 | $1.1M | 14k | 81.17 |
| 2023-03-31 | $1.2M | 14k | 82.83 |
| 2022-12-31 | $1.2M | 14k | 87.47 |
| 2022-09-30 | $994k | 14k | 72.01 |
| 2022-06-30 | $1.1M | 15k | 71.51 |
| 2022-03-31 | $1.1M | 15k | 76.44 |
| 2021-12-31 | $826k | 15k | 55.51 |
| 2021-09-30 | $773k | 15k | 52.09 |
| 2021-06-30 | $801k | 15k | 53.86 |
| 2021-03-31 | $727k | 15k | 49.03 |
| 2020-12-31 | $549k | 15k | 37.92 |
| 2020-09-30 | $412k | 14k | 29.96 |
| 2020-06-30 | $532k | 14k | 37.83 |
| 2020-03-31 | $430k | 15k | 29.07 |
| 2018-12-31 | $158k | 2.7k | 57.52 |
| 2018-09-30 | $181k | 2.4k | 75.95 |
| 2018-06-30 | $160k | 2.1k | 76.01 |