Energy Select Sector SPDR shares owned by Sequoia Financial Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Sequoia Financial Advisors
from 13F filings
Historical chart of Sequoia Financial Advisors investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Sequoia Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.0M | 78k | 89.34 |
| 2025-06-30 | $6.4M | 76k | 84.81 |
| 2025-03-31 | $5.3M | 56k | 93.45 |
| 2024-12-31 | $3.9M | 46k | 85.66 |
| 2024-09-30 | $3.7M | 42k | 87.80 |
| 2024-06-30 | $3.7M | 41k | 91.15 |
| 2024-03-31 | $3.8M | 40k | 94.41 |
| 2023-12-31 | $3.3M | 39k | 83.84 |
| 2023-09-30 | $3.4M | 38k | 90.39 |
| 2023-06-30 | $3.2M | 39k | 81.17 |
| 2023-03-31 | $4.8M | 58k | 82.83 |
| 2022-12-31 | $5.1M | 59k | 87.47 |
| 2022-09-30 | $4.0M | 55k | 72.02 |
| 2022-06-30 | $4.3M | 61k | 71.50 |
| 2022-03-31 | $5.0M | 65k | 76.44 |
| 2021-12-31 | $2.7M | 48k | 55.50 |
| 2021-09-30 | $802k | 15k | 52.12 |
| 2021-06-30 | $2.4M | 44k | 53.88 |
| 2021-03-31 | $1.7M | 36k | 49.06 |
| 2020-12-31 | $1.4M | 36k | 37.90 |
| 2020-09-30 | $891k | 30k | 29.95 |
| 2020-06-30 | $1.0M | 27k | 37.86 |
| 2020-03-31 | $388k | 13k | 29.10 |
| 2018-06-30 | $290k | 3.8k | 75.96 |
| 2015-12-31 | $260k | 3.3k | 79.24 |
| 2015-09-30 | $257k | 4.2k | 61.12 |
| 2015-06-30 | $316k | 4.2k | 75.27 |
| 2015-03-31 | $324k | 4.2k | 77.46 |
| 2014-12-31 | $260k | 3.3k | 79.24 |
| 2014-09-30 | $303k | 3.3k | 90.72 |
| 2014-06-30 | $334k | 3.3k | 100.00 |
| 2014-03-31 | $369k | 4.1k | 89.00 |
| 2013-12-31 | $358k | 4.0k | 88.48 |
More positions owned by Sequoia Financial Advisors
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