Energy Select Sector SPDR shares owned by Stamos Capital Partners
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Stamos Capital Partners
from 13F filings
Historical chart of Stamos Capital Partners investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Stamos Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 15k | 89.34 |
| 2025-06-30 | $2.2M | 25k | 84.81 |
| 2025-03-31 | $1.4M | 15k | 93.45 |
| 2024-12-31 | $1.5M | 18k | 85.66 |
| 2024-09-30 | $1.1M | 13k | 87.80 |
| 2024-06-30 | $1.3M | 14k | 91.15 |
| 2024-03-31 | $1.5M | 16k | 94.41 |
| 2023-12-31 | $1.4M | 16k | 83.84 |
| 2023-09-30 | $2.0M | 22k | 90.39 |
| 2023-06-30 | $2.1M | 26k | 81.17 |
| 2023-03-31 | $2.0M | 24k | 82.83 |
| 2022-12-31 | $2.0M | 23k | 87.47 |
| 2022-09-30 | $2.0M | 27k | 72.01 |
| 2022-06-30 | $3.9M | 54k | 71.52 |
| 2022-03-31 | $6.0M | 78k | 76.43 |
| 2021-12-31 | $8.0M | 145k | 55.50 |
| 2021-09-30 | $7.7M | 148k | 52.09 |
| 2021-06-30 | $6.8M | 127k | 53.87 |
| 2021-03-31 | $9.7M | 199k | 49.06 |
| 2020-12-31 | $7.5M | 199k | 37.90 |
| 2019-12-31 | $1.0M | 17k | 60.06 |
| 2019-03-31 | $266k | 4.0k | 66.50 |