Selective Wealth Management »

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

Tip: Access up to 7 years of quarterly data

All positions including Energy Select Sector SPDR held by Selective Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Energy Select Sector SPDR by Selective Wealth Management

Quarter filed Position value Share count Share price at filing
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