Energy Select Sector SPDR shares owned by Schwallier Wealth Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Schwallier Wealth Management
from 13F filings
Historical chart of Schwallier Wealth Management investment in Energy Select Sector SPDR
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All positions including Energy Select Sector SPDR held by Schwallier Wealth Management 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 Schwallier Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $226k | 2.7k | 83.85 |
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