Energy Select Sector SPDR shares owned by Secure Asset Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Secure Asset Management
from 13F filings
Historical chart of Secure Asset Management investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Secure Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $469k | 5.2k | 89.35 |
| 2025-06-30 | $428k | 5.0k | 84.81 |
| 2025-03-31 | $405k | 4.3k | 93.44 |
| 2024-12-31 | $763k | 8.9k | 85.66 |
| 2024-09-30 | $1.2M | 14k | 87.80 |
| 2024-06-30 | $1.5M | 16k | 91.15 |
| 2024-03-31 | $2.1M | 22k | 94.41 |
| 2023-12-31 | $3.2M | 38k | 83.84 |
| 2023-09-30 | $3.4M | 37k | 90.39 |
| 2023-06-30 | $2.4M | 29k | 81.17 |
| 2023-03-31 | $2.0M | 25k | 82.83 |
| 2022-12-31 | $1.8M | 20k | 87.47 |
| 2022-09-30 | $1.3M | 18k | 72.04 |
| 2022-06-30 | $464k | 6.5k | 71.49 |
| 2022-03-31 | $856k | 11k | 76.48 |
| 2021-12-31 | $263k | 4.7k | 55.49 |
| 2021-06-30 | $305k | 5.7k | 53.87 |
| 2019-12-31 | $260k | 4.3k | 60.12 |