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
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Quarterly reported holdings in Energy Select Sector SPDR by Steward Partners Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |
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