Energy Select Sector SPDR shares owned by Steward Partners Investment Advisory
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Steward Partners Investment Advisory
from 13F filings
Historical chart of Steward Partners Investment Advisory investment in Energy Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by Steward Partners Investment Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Energy Select Sector SPDR by Steward Partners Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $16M | 175k | 91.15 |
| 2024-03-31 | $18M | 193k | 94.41 |
| 2023-12-31 | $17M | 203k | 83.84 |
| 2023-09-30 | $19M | 210k | 90.39 |
| 2023-06-30 | $19M | 235k | 81.17 |
| 2023-03-31 | $24M | 284k | 82.83 |
| 2022-12-31 | $30M | 346k | 87.47 |
| 2022-09-30 | $19M | 267k | 72.02 |
| 2022-06-30 | $18M | 257k | 71.51 |
| 2022-03-31 | $21M | 271k | 76.44 |
| 2021-12-31 | $14M | 252k | 55.50 |
| 2021-09-30 | $12M | 228k | 52.09 |
| 2021-03-31 | $9.0M | 184k | 49.06 |
| 2020-09-30 | $2.0M | 68k | 29.95 |
| 2020-06-30 | $1.9M | 49k | 37.85 |
| 2020-03-31 | $567k | 20k | 29.03 |
| 2019-12-31 | $2.4M | 40k | 60.02 |
| 2019-09-30 | $2.0M | 35k | 59.19 |
| 2019-06-30 | $2.5M | 39k | 63.69 |
| 2019-03-31 | $2.6M | 39k | 66.10 |
| 2018-12-31 | $2.0M | 34k | 57.34 |
| 2018-09-30 | $2.9M | 38k | 75.74 |
| 2018-06-30 | $2.7M | 35k | 75.93 |
| 2018-03-31 | $2.1M | 31k | 67.39 |
| 2017-12-31 | $2.2M | 30k | 72.23 |
| 2017-09-30 | $1.6M | 24k | 68.46 |
| 2017-06-30 | $1.5M | 24k | 64.92 |
| 2017-03-31 | $640k | 9.2k | 69.87 |
| 2016-12-31 | $505k | 6.7k | 75.32 |
More positions owned by Steward Partners Investment Advisory
View all positions for Steward Partners Investment Advisory