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Energy Select Sector SPDR shares owned by Summit Global Investments

Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Summit Global Investments from 13F filings

Historical chart of Summit Global Investments investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Energy Select Sector SPDR held by Summit Global Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Select Sector SPDR by Summit Global Investments

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.2M 36k 61.25
2021-12-31 $2.5M 45k 55.51
2021-09-30 $1.0M 20k 52.09
2021-06-30 $1.3M 25k 53.22
2021-03-31 $1.2M 25k 49.07