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Energy Select Sector SPDR shares owned by Steel Peak Wealth Management

Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Steel Peak Wealth Management from 13F filings

Historical chart of Steel Peak Wealth Management investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Energy Select Sector SPDR held by Steel Peak Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Select Sector SPDR by Steel Peak Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.2M 34k 94.41
2023-12-31 $2.8M 34k 83.84
2023-09-30 $3.3M 37k 90.39
2023-06-30 $2.5M 30k 81.17
2023-03-31 $2.2M 26k 82.83
2022-12-31 $3.1M 35k 87.47
2022-09-30 $733k 10k 72.05
2022-06-30 $1.9M 27k 71.50
2022-03-31 $1.2M 15k 76.50