Energy Select Sector SPDR shares owned by Sage Mountain Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Sage Mountain Advisors
from 13F filings
Historical chart of Sage Mountain Advisors investment in Energy Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by Sage Mountain Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Energy Select Sector SPDR by Sage Mountain Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $534k | 6.1k | 87.80 |
2024-06-30 | $554k | 6.1k | 91.15 |
2024-03-31 | $536k | 5.7k | 94.41 |
2023-12-31 | $303k | 3.6k | 83.84 |
2023-09-30 | $327k | 3.6k | 90.39 |
2023-06-30 | $294k | 3.6k | 81.17 |
2023-03-31 | $300k | 3.6k | 82.83 |
2022-12-31 | $317k | 3.6k | 87.47 |
2022-09-30 | $261k | 3.6k | 72.12 |
2022-06-30 | $259k | 3.6k | 71.57 |
2022-03-31 | $286k | 3.7k | 76.51 |
2021-12-31 | $195k | 3.5k | 55.60 |
2021-09-30 | $182k | 3.5k | 52.04 |
2021-06-30 | $46k | 845 | 54.44 |
2021-03-31 | $41k | 845 | 48.52 |
2020-12-31 | $34k | 890 | 38.20 |