Energy Select Sector SPDR shares owned by Strategies Wealth Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Strategies Wealth Advisors
from 13F filings
Historical chart of Strategies Wealth Advisors investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Strategies Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $286k | 3.2k | 89.33 |
| 2025-06-30 | $275k | 3.2k | 84.81 |
| 2025-03-31 | $333k | 3.6k | 93.44 |
| 2024-12-31 | $549k | 6.1k | 90.51 |
| 2024-09-30 | $981k | 11k | 87.80 |
| 2024-06-30 | $1.7M | 19k | 91.15 |
| 2024-03-31 | $3.0M | 32k | 94.41 |
| 2023-12-31 | $4.3M | 51k | 83.84 |
| 2023-09-30 | $4.4M | 49k | 90.39 |
| 2023-06-30 | $4.4M | 55k | 81.17 |
| 2023-03-31 | $4.4M | 53k | 82.83 |
| 2022-12-31 | $4.2M | 48k | 87.47 |
| 2022-06-30 | $2.2M | 30k | 71.51 |
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