Energy Select Sector SPDR shares owned by Roundview Capital
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Roundview Capital
from 13F filings
Historical chart of Roundview Capital investment in Energy Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by Roundview Capital consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Energy Select Sector SPDR by Roundview Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.8M | 54k | 89.34 |
| 2025-06-30 | $4.6M | 55k | 84.81 |
| 2025-03-31 | $5.4M | 58k | 93.45 |
| 2024-12-31 | $4.9M | 57k | 85.66 |
| 2024-09-30 | $5.1M | 58k | 87.80 |
| 2024-06-30 | $5.3M | 58k | 91.15 |
| 2024-03-31 | $4.9M | 52k | 94.41 |
| 2023-12-31 | $4.2M | 50k | 83.84 |
| 2023-09-30 | $4.2M | 46k | 90.39 |
| 2023-06-30 | $4.0M | 49k | 81.17 |
| 2023-03-31 | $3.8M | 46k | 82.83 |
| 2022-12-31 | $3.9M | 45k | 87.47 |
| 2022-09-30 | $3.2M | 44k | 72.02 |
| 2022-06-30 | $3.0M | 42k | 71.50 |
| 2022-03-31 | $3.3M | 44k | 76.45 |
| 2021-12-31 | $2.3M | 42k | 55.50 |
| 2021-09-30 | $2.0M | 38k | 52.10 |
| 2021-06-30 | $1.9M | 36k | 53.88 |
| 2021-03-31 | $1.8M | 36k | 49.06 |
| 2020-12-31 | $1.3M | 34k | 37.90 |
| 2020-09-30 | $771k | 26k | 29.96 |
| 2020-06-30 | $598k | 16k | 37.85 |
| 2020-03-31 | $223k | 7.7k | 29.08 |
| 2019-12-31 | $2.1M | 35k | 60.05 |
| 2019-09-30 | $1.3M | 23k | 59.20 |
| 2019-06-30 | $1.2M | 19k | 63.68 |
| 2019-03-31 | $1.0M | 15k | 66.12 |
| 2018-12-31 | $857k | 15k | 57.36 |
| 2018-09-30 | $440k | 5.8k | 75.73 |
| 2018-06-30 | $455k | 6.0k | 75.86 |
| 2018-03-31 | $404k | 6.0k | 67.42 |
| 2017-12-31 | $899k | 12k | 72.23 |
| 2017-09-30 | $654k | 9.6k | 68.46 |
| 2017-06-30 | $2.9M | 44k | 64.92 |
| 2017-03-31 | $3.8M | 55k | 69.89 |
| 2016-12-31 | $4.9M | 65k | 75.33 |
| 2016-09-30 | $5.1M | 72k | 70.61 |
| 2016-06-30 | $5.0M | 73k | 68.24 |
| 2016-03-31 | $2.2M | 36k | 61.89 |
| 2015-12-31 | $1.2M | 20k | 60.33 |
| 2015-09-30 | $589k | 9.6k | 61.17 |
| 2015-06-30 | $204k | 2.7k | 75.30 |