Energy Select Sector SPDR shares owned by Simplicity Wealth
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Simplicity Wealth
from 13F filings
Historical chart of Simplicity Wealth investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Simplicity Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $1.4M | 23k | 61.26 |
| 2025-12-31 | $547k | 12k | 44.71 |
| 2025-09-30 | $712k | 8.0k | 89.34 |
| 2025-03-31 | $925k | 9.9k | 93.46 |
| 2024-06-30 | $4.4M | 49k | 91.15 |
| 2024-03-31 | $4.4M | 46k | 94.41 |
| 2022-09-30 | $267k | 3.7k | 71.95 |
| 2022-06-30 | $263k | 3.7k | 71.64 |
| 2022-03-31 | $597k | 7.8k | 76.38 |
| 2021-12-31 | $1.2M | 22k | 55.50 |