Energy Select Sector SPDR shares owned by Sovereign Financial Group
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Sovereign Financial Group
from 13F filings
Historical chart of Sovereign Financial Group investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Sovereign Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $471k | 5.5k | 85.65 |
| 2024-09-30 | $399k | 4.5k | 87.79 |
| 2024-06-30 | $669k | 7.3k | 91.15 |
| 2024-03-31 | $741k | 7.8k | 94.41 |
| 2023-12-31 | $580k | 6.9k | 83.84 |
| 2023-09-30 | $556k | 6.2k | 90.39 |
| 2023-06-30 | $290k | 3.6k | 81.18 |
| 2023-03-31 | $292k | 3.5k | 82.84 |
| 2022-12-31 | $352k | 4.0k | 87.47 |
| 2022-09-30 | $302k | 4.2k | 71.96 |
| 2022-06-30 | $551k | 7.7k | 71.45 |
| 2022-03-31 | $513k | 6.7k | 76.46 |