Energy Select Sector SPDR shares owned by Stack Financial Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Stack Financial Management
from 13F filings
Historical chart of Stack Financial Management investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Stack Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $228k | 2.5k | 89.34 |
| 2025-06-30 | $210k | 2.5k | 84.81 |
| 2025-03-31 | $228k | 2.4k | 93.45 |
| 2024-09-30 | $201k | 2.3k | 87.80 |
| 2024-06-30 | $215k | 2.4k | 91.15 |
| 2024-03-31 | $239k | 2.5k | 94.41 |
| 2021-12-31 | $638k | 12k | 55.49 |
| 2019-12-31 | $209k | 3.5k | 60.14 |
| 2018-12-31 | $232k | 4.0k | 57.37 |
| 2017-12-31 | $964k | 13k | 72.23 |
| 2016-12-31 | $359k | 4.8k | 75.29 |
| 2015-12-31 | $564k | 9.3k | 60.36 |
| 2014-12-31 | $299k | 3.8k | 79.04 |
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