Energy Select Sector SPDR shares owned by Sontag Advisory
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Sontag Advisory
from 13F filings
Historical chart of Sontag Advisory investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Sontag Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $6.8M | 81k | 83.84 |
| 2023-09-30 | $5.4M | 60k | 90.39 |
| 2023-06-30 | $6.4M | 79k | 81.17 |
| 2023-03-31 | $8.3M | 101k | 82.83 |
| 2022-12-31 | $8.8M | 101k | 87.47 |
| 2022-09-30 | $6.7M | 94k | 72.02 |
| 2022-06-30 | $7.3M | 103k | 71.51 |
| 2022-03-31 | $6.3M | 82k | 76.44 |
| 2021-12-31 | $4.2M | 75k | 55.50 |
| 2021-09-30 | $4.0M | 76k | 52.10 |
| 2021-06-30 | $6.2M | 116k | 53.87 |
| 2021-03-31 | $5.5M | 112k | 49.06 |
| 2020-12-31 | $4.2M | 110k | 37.90 |
| 2020-09-30 | $3.1M | 102k | 29.95 |
| 2020-06-30 | $3.9M | 102k | 37.85 |
| 2020-03-31 | $2.8M | 95k | 29.06 |
| 2018-12-31 | $11k | 196 | 56.12 |