Energy Select Sector SPDR shares owned by Strait & Sound Wealth Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Strait & Sound Wealth Management
from 13F filings
Historical chart of Strait & Sound Wealth Management investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Strait & Sound Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $717k | 8.0k | 89.34 |
| 2025-06-30 | $892k | 11k | 84.81 |
| 2025-03-31 | $1.7M | 18k | 93.45 |
| 2024-12-31 | $714k | 8.3k | 85.66 |
| 2024-09-30 | $523k | 6.0k | 87.80 |
| 2024-03-31 | $575k | 5.9k | 97.72 |
| 2023-12-31 | $481k | 6.0k | 80.04 |
| 2023-09-30 | $537k | 5.9k | 90.39 |
| 2023-06-30 | $435k | 5.4k | 81.16 |
| 2023-03-31 | $428k | 5.2k | 82.83 |
| 2022-12-31 | $446k | 4.9k | 90.14 |
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