Energy Select Sector SPDR shares owned by Stratos Wealth Partners
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Stratos Wealth Partners
from 13F filings
Historical chart of Stratos Wealth Partners investment in Energy Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by Stratos Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Energy Select Sector SPDR by Stratos Wealth Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $5.0M | 59k | 85.66 |
2024-09-30 | $6.4M | 73k | 87.80 |
2024-06-30 | $13M | 146k | 91.15 |
2024-03-31 | $14M | 151k | 94.41 |
2023-12-31 | $9.0M | 108k | 83.84 |
2023-09-30 | $8.5M | 94k | 90.39 |
2023-06-30 | $7.4M | 91k | 81.17 |
2023-03-31 | $8.2M | 99k | 82.83 |
2022-12-31 | $19M | 215k | 87.47 |
2022-09-30 | $15M | 208k | 72.02 |
2022-06-30 | $23M | 315k | 71.51 |
2022-03-31 | $14M | 184k | 76.44 |
2021-12-31 | $4.4M | 80k | 55.50 |
2021-09-30 | $4.9M | 94k | 52.09 |
2021-06-30 | $5.5M | 102k | 53.87 |
2021-03-31 | $3.3M | 68k | 49.06 |
2020-12-31 | $2.5M | 67k | 37.89 |
2020-09-30 | $2.2M | 73k | 29.95 |
2020-06-30 | $2.8M | 74k | 37.85 |
2020-03-31 | $1.4M | 47k | 29.07 |
2019-12-31 | $2.1M | 36k | 60.04 |
2019-09-30 | $1.7M | 29k | 59.21 |
2019-06-30 | $2.2M | 34k | 63.72 |
2019-03-31 | $1.7M | 25k | 66.13 |
2018-12-31 | $1.6M | 29k | 57.37 |
2018-09-30 | $2.6M | 34k | 75.75 |
2018-06-30 | $2.5M | 32k | 75.93 |
2018-03-31 | $3.5M | 53k | 67.41 |
2017-12-31 | $5.8M | 80k | 72.27 |
2017-09-30 | $5.4M | 78k | 68.48 |
2017-06-30 | $5.1M | 79k | 64.92 |
2017-03-31 | $4.4M | 63k | 69.90 |
2016-12-31 | $1.5M | 20k | 75.30 |
2016-09-30 | $1.3M | 18k | 70.64 |
2016-06-30 | $2.2M | 32k | 68.23 |
2016-03-31 | $1.9M | 31k | 61.88 |
2015-12-31 | $795k | 13k | 60.29 |
2015-09-30 | $745k | 12k | 61.23 |
2015-06-30 | $990k | 13k | 75.15 |
2015-03-31 | $921k | 12k | 77.65 |
2014-12-31 | $468k | 5.9k | 79.15 |