Energy Select Sector SPDR shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $523k | 6.2k | 83.84 |
| 2023-09-30 | $484k | 5.8k | 83.80 |
| 2023-06-30 | $320k | 3.9k | 81.17 |
| 2023-03-31 | $275k | 3.3k | 82.83 |
| 2022-12-31 | $220k | 2.5k | 87.47 |
| 2022-03-31 | $313k | 4.1k | 76.43 |
| 2021-12-31 | $339k | 5.7k | 59.25 |
| 2021-09-30 | $580k | 11k | 52.07 |
| 2021-06-30 | $469k | 8.7k | 53.88 |
| 2019-12-31 | $424k | 7.7k | 55.01 |
| 2019-09-30 | $446k | 7.7k | 57.84 |
| 2019-06-30 | $3.8M | 59k | 63.71 |
| 2019-03-31 | $3.0M | 46k | 65.88 |
| 2018-12-31 | $2.4M | 41k | 57.35 |
| 2018-09-30 | $2.2M | 30k | 72.38 |
| 2018-06-30 | $1.5M | 22k | 67.42 |
| 2018-03-31 | $515k | 7.6k | 67.43 |
| 2016-12-31 | $210k | 2.8k | 75.32 |
| 2015-09-30 | $155k | 2.5k | 61.17 |
| 2015-06-30 | $778k | 10k | 75.07 |
| 2015-03-31 | $849k | 11k | 80.37 |
| 2014-12-31 | $749k | 9.5k | 79.19 |
More positions owned by Summit Financial Wealth Advisors
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