Energy Select Sector SPDR shares owned by Shepherd Financial Partners
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Shepherd Financial Partners
from 13F filings
Historical chart of Shepherd Financial Partners investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Shepherd Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $447k | 5.1k | 87.80 |
| 2024-06-30 | $462k | 5.1k | 91.15 |
| 2024-03-31 | $499k | 5.3k | 94.42 |
| 2023-12-31 | $388k | 4.6k | 83.85 |
| 2023-09-30 | $444k | 4.9k | 90.39 |
| 2023-06-30 | $423k | 5.2k | 81.18 |
| 2023-03-31 | $475k | 5.7k | 82.84 |
| 2022-12-31 | $450k | 5.1k | 87.47 |
| 2022-09-30 | $369k | 5.1k | 72.07 |
| 2022-06-30 | $367k | 5.1k | 71.46 |
| 2022-03-31 | $364k | 4.8k | 76.41 |
| 2021-12-31 | $263k | 4.7k | 55.43 |
| 2021-09-30 | $246k | 4.7k | 52.13 |
| 2021-06-30 | $253k | 4.7k | 53.89 |
| 2021-03-31 | $229k | 4.7k | 48.97 |
| 2019-09-30 | $291k | 4.9k | 59.04 |
| 2019-06-30 | $345k | 5.4k | 63.70 |
| 2019-03-31 | $383k | 5.8k | 66.13 |
| 2018-12-31 | $227k | 3.9k | 57.73 |
| 2018-09-30 | $1.4M | 18k | 76.16 |
| 2018-06-30 | $1.3M | 18k | 75.04 |
| 2018-03-31 | $1.1M | 16k | 67.46 |
| 2017-12-31 | $1.2M | 17k | 72.33 |
| 2017-09-30 | $332k | 4.9k | 67.67 |
| 2017-06-30 | $336k | 5.2k | 64.43 |
| 2017-03-31 | $468k | 6.7k | 70.26 |
More positions owned by Shepherd Financial Partners
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