Energy Select Sector SPDR shares owned by Source Financial Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Source Financial Advisors
from 13F filings
Historical chart of Source Financial Advisors investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Source Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.6M | 19k | 87.80 |
| 2024-06-30 | $1.7M | 19k | 91.15 |
| 2024-03-31 | $3.2M | 34k | 94.41 |
| 2023-12-31 | $2.9M | 34k | 83.84 |
| 2023-09-30 | $3.0M | 34k | 90.39 |
| 2023-06-30 | $2.0M | 25k | 81.17 |
| 2023-03-31 | $2.1M | 26k | 82.83 |
| 2022-12-31 | $3.4M | 39k | 87.47 |
| 2022-09-30 | $2.7M | 38k | 72.02 |
| 2022-06-30 | $984k | 14k | 71.50 |
| 2022-03-31 | $1.1M | 14k | 76.45 |
| 2021-12-31 | $357k | 6.4k | 55.55 |
| 2021-09-30 | $346k | 6.6k | 52.10 |
| 2021-06-30 | $376k | 7.0k | 53.86 |
| 2021-03-31 | $335k | 6.8k | 49.04 |