Energy Select Sector SPDR shares owned by RMR Wealth Builders
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by RMR Wealth Builders
from 13F filings
Historical chart of RMR Wealth Builders investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by RMR Wealth Builders
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $727k | 8.1k | 89.33 |
| 2025-06-30 | $687k | 8.1k | 84.80 |
| 2025-03-31 | $785k | 8.4k | 93.45 |
| 2024-12-31 | $885k | 10k | 85.66 |
| 2024-09-30 | $915k | 10k | 87.80 |
| 2024-06-30 | $1.1M | 13k | 91.15 |
| 2024-03-31 | $1.1M | 12k | 94.41 |
| 2023-12-31 | $1.0M | 12k | 83.84 |
| 2023-09-30 | $1.5M | 17k | 90.39 |
| 2023-06-30 | $1.4M | 17k | 81.17 |
| 2023-03-31 | $1.5M | 18k | 82.83 |
| 2022-12-31 | $851k | 9.7k | 87.47 |
| 2022-09-30 | $777k | 11k | 72.04 |
| 2022-06-30 | $803k | 11k | 71.53 |
| 2022-03-31 | $1.6M | 22k | 76.45 |
| 2021-12-31 | $519k | 9.3k | 55.52 |
| 2021-09-30 | $390k | 7.5k | 52.13 |
| 2021-06-30 | $381k | 7.1k | 53.94 |
| 2021-03-31 | $278k | 5.7k | 49.07 |
| 2020-06-30 | $6.0k | 160 | 37.50 |
| 2019-12-31 | $10k | 160 | 62.50 |