Energy Select Sector SPDR shares owned by Selective Wealth Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Selective Wealth Management
from 13F filings
Historical chart of Selective Wealth Management investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Selective Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $489k | 5.5k | 89.49 |
| 2025-06-30 | $479k | 5.4k | 88.06 |
| 2025-03-31 | $439k | 5.6k | 78.89 |
| 2024-12-31 | $508k | 5.6k | 91.22 |
| 2024-09-30 | $508k | 5.6k | 91.07 |
| 2024-06-30 | $495k | 5.6k | 88.76 |
| 2024-03-31 | $551k | 5.6k | 97.79 |
| 2023-06-30 | $257k | 3.2k | 81.42 |
| 2022-12-31 | $278k | 3.1k | 90.48 |
| 2022-09-30 | $95k | 1.3k | 72.02 |
| 2022-06-30 | $125k | 1.8k | 71.27 |
| 2022-03-31 | $23k | 300 | 76.67 |
| 2021-12-31 | $11k | 200 | 55.00 |
| 2021-09-30 | $10k | 200 | 50.00 |
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