Energy Select Sector SPDR shares owned by Soltis Investment Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Soltis Investment Advisors
from 13F filings
Historical chart of Soltis Investment Advisors investment in Energy Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by Soltis Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Energy Select Sector SPDR by Soltis Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $651k | 7.3k | 89.33 |
| 2025-06-30 | $633k | 7.5k | 84.81 |
| 2025-03-31 | $674k | 7.2k | 93.44 |
| 2024-12-31 | $722k | 8.4k | 85.66 |
| 2024-09-30 | $642k | 7.3k | 87.79 |
| 2024-06-30 | $786k | 8.6k | 91.15 |
| 2024-03-31 | $1.2M | 13k | 94.41 |
| 2023-12-31 | $1.3M | 16k | 83.84 |
More positions owned by Soltis Investment Advisors
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