Energy Select Sector SPDR shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 15k | 89.34 |
| 2025-06-30 | $1.3M | 16k | 84.81 |
| 2024-12-31 | $1.4M | 16k | 85.66 |
| 2024-09-30 | $1.5M | 17k | 87.80 |
| 2024-06-30 | $1.4M | 16k | 91.15 |
| 2024-03-31 | $1.3M | 14k | 94.41 |
| 2023-12-31 | $1.1M | 13k | 83.84 |
| 2023-09-30 | $1.1M | 13k | 90.39 |
| 2023-06-30 | $1.0M | 13k | 81.17 |
| 2023-03-31 | $1.0M | 12k | 82.83 |
| 2022-12-31 | $1.1M | 13k | 87.47 |
| 2022-09-30 | $1.0M | 14k | 72.00 |
| 2022-06-30 | $997k | 14k | 71.54 |
| 2022-03-31 | $1.1M | 14k | 76.41 |
| 2021-12-31 | $784k | 14k | 55.51 |
| 2021-09-30 | $723k | 14k | 52.06 |
| 2021-06-30 | $746k | 14k | 53.85 |
| 2021-03-31 | $678k | 14k | 49.04 |
| 2020-12-31 | $1.0M | 27k | 37.90 |