Energy Select Sector SPDR shares owned by Sterling Investment Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Sterling Investment Advisors
from 13F filings
Historical chart of Sterling Investment Advisors investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Sterling Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $744k | 8.3k | 89.34 |
| 2025-06-30 | $817k | 9.6k | 84.81 |
| 2025-03-31 | $628k | 6.7k | 93.45 |
| 2024-12-31 | $258k | 3.0k | 85.67 |
| 2022-06-30 | $115k | 1.6k | 71.79 |
| 2022-03-31 | $130k | 1.7k | 76.47 |
| 2021-12-31 | $6.0k | 100 | 60.00 |
| 2021-09-30 | $5.0k | 100 | 50.00 |
| 2021-06-30 | $20k | 380 | 52.63 |
| 2021-03-31 | $19k | 380 | 50.00 |
| 2020-12-31 | $4.0k | 100 | 40.00 |
| 2020-09-30 | $4.0k | 150 | 26.67 |
| 2020-06-30 | $5.0k | 150 | 33.33 |
| 2020-03-31 | $4.0k | 150 | 26.67 |
| 2019-12-31 | $6.0k | 100 | 60.00 |
| 2019-09-30 | $14k | 237 | 59.07 |
| 2019-06-30 | $15k | 237 | 63.29 |
| 2019-03-31 | $7.0k | 100 | 70.00 |
| 2018-12-31 | $5.0k | 100 | 50.00 |
| 2018-09-30 | $11k | 149 | 73.83 |
| 2018-06-30 | $15k | 200 | 75.00 |
| 2018-03-31 | $13k | 200 | 65.00 |
| 2017-12-31 | $14k | 200 | 70.00 |
| 2017-09-30 | $14k | 200 | 70.00 |
| 2017-06-30 | $13k | 200 | 65.00 |
| 2017-03-31 | $14k | 200 | 70.00 |
| 2016-12-31 | $15k | 200 | 75.00 |
More positions owned by Sterling Investment Advisors
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