Energy Select Sector SPDR shares owned by Roberts Wealth Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Roberts Wealth Advisors
from 13F filings
Historical chart of Roberts Wealth Advisors investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Roberts Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $342k | 3.8k | 91.08 |
| 2024-06-30 | $354k | 4.0k | 88.77 |
| 2024-03-31 | $400k | 4.2k | 95.23 |
| 2023-09-30 | $397k | 4.4k | 90.19 |
| 2023-06-30 | $375k | 4.6k | 81.17 |
| 2023-03-31 | $408k | 4.8k | 85.00 |
| 2022-12-31 | $403k | 4.8k | 84.41 |
| 2022-09-30 | $404k | 4.9k | 82.36 |
| 2022-06-30 | $380k | 5.4k | 70.91 |
| 2022-03-31 | $416k | 5.4k | 77.09 |
| 2021-12-31 | $319k | 5.6k | 57.20 |
| 2021-09-30 | $294k | 5.7k | 52.01 |