Energy Select Sector SPDR shares owned by SMART Wealth
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by SMART Wealth
from 13F filings
Historical chart of SMART Wealth investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by SMART Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $987k | 11k | 87.80 |
| 2024-06-30 | $1.9M | 21k | 91.15 |
| 2024-03-31 | $1.9M | 20k | 94.41 |
| 2023-12-31 | $1.7M | 20k | 83.84 |
| 2023-09-30 | $1.2M | 13k | 90.39 |
| 2023-06-30 | $599k | 7.4k | 81.17 |
| 2023-03-31 | $493k | 5.9k | 82.82 |
| 2022-12-31 | $1.5M | 17k | 87.47 |