Energy Select Sector SPDR shares owned by Schneider Downs Wealth Management Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Schneider Downs Wealth Management Advisors
from 13F filings
Historical chart of Schneider Downs Wealth Management Advisors investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Schneider Downs Wealth Management Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $415k | 4.7k | 87.80 |
| 2024-06-30 | $433k | 4.7k | 91.15 |
| 2024-03-31 | $313k | 3.3k | 94.41 |
| 2023-12-31 | $277k | 3.3k | 83.83 |
| 2023-09-30 | $314k | 3.5k | 90.39 |
| 2023-06-30 | $220k | 2.7k | 81.17 |
| 2023-03-31 | $269k | 3.2k | 82.83 |
| 2022-12-31 | $303k | 3.5k | 87.47 |
| 2022-09-30 | $250k | 3.5k | 72.03 |
| 2022-06-30 | $248k | 3.5k | 71.45 |
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