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
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Quarterly reported holdings in Energy Select Sector SPDR by Sage Mountain Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $613k | 10k | 61.26 |
| 2025-12-31 | $426k | 9.5k | 44.71 |
| 2025-09-30 | $424k | 4.7k | 89.34 |
| 2025-06-30 | $490k | 5.8k | 84.81 |
| 2025-03-31 | $568k | 6.1k | 93.45 |
| 2024-12-31 | $521k | 6.1k | 85.66 |
| 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 | $260k | 3.6k | 71.63 |
| 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 |