Energy Select Sector SPDR shares owned by SlateStone Wealth
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by SlateStone Wealth
from 13F filings
Historical chart of SlateStone Wealth investment in Energy Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by SlateStone Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Energy Select Sector SPDR by SlateStone Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $390k | 4.4k | 89.37 |
| 2025-06-30 | $378k | 4.5k | 84.91 |
| 2025-03-31 | $416k | 4.5k | 93.44 |
| 2024-12-31 | $403k | 4.7k | 85.56 |
| 2024-09-30 | $413k | 4.7k | 87.72 |
| 2024-06-30 | $503k | 5.5k | 91.14 |
| 2024-03-31 | $478k | 5.1k | 94.35 |
| 2023-12-31 | $439k | 5.2k | 83.81 |
| 2023-09-30 | $439k | 4.9k | 90.48 |
| 2023-06-30 | $394k | 4.9k | 81.20 |
| 2023-03-31 | $402k | 4.9k | 82.85 |
| 2021-09-30 | $1.0M | 20k | 52.07 |
| 2021-06-30 | $516k | 9.6k | 53.89 |
| 2021-03-31 | $469k | 9.6k | 49.03 |
| 2019-09-30 | $303k | 5.1k | 59.12 |
| 2019-06-30 | $327k | 5.1k | 63.80 |
| 2019-03-31 | $339k | 5.1k | 66.15 |
| 2018-12-31 | $308k | 5.4k | 57.30 |