Energy Select Sector SPDR shares owned by Stonebridge Financial Planning Group
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Stonebridge Financial Planning Group
from 13F filings
Historical chart of Stonebridge Financial Planning Group investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Stonebridge Financial Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $834k | 9.5k | 87.80 |
| 2024-03-31 | $1.1M | 11k | 94.41 |
| 2023-12-31 | $1.2M | 14k | 83.84 |
| 2023-09-30 | $2.1M | 23k | 90.39 |
| 2023-06-30 | $2.3M | 28k | 81.17 |
| 2023-03-31 | $2.7M | 32k | 82.83 |
| 2022-12-31 | $1.9M | 21k | 87.47 |
| 2022-09-30 | $325k | 4.5k | 72.08 |
| 2021-12-31 | $20k | 300 | 66.67 |
| 2021-09-30 | $6.0k | 100 | 60.00 |
| 2021-06-30 | $3.0k | 65 | 46.15 |
| 2020-06-30 | $6.0k | 150 | 40.00 |
| 2020-03-31 | $5.0k | 150 | 33.33 |
| 2019-12-31 | $9.0k | 150 | 60.00 |
More positions owned by Stonebridge Financial Planning Group
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