Energy Select Sector SPDR shares owned by Swan Wealth Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Swan Wealth Advisors
from 13F filings
Historical chart of Swan Wealth Advisors investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Swan Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $17M | 194k | 87.80 |
| 2024-06-30 | $20M | 216k | 91.15 |
| 2024-03-31 | $23M | 245k | 94.41 |
| 2023-12-31 | $22M | 268k | 83.84 |
| 2023-09-30 | $31M | 346k | 90.39 |
| 2023-06-30 | $35M | 387k | 89.97 |
| 2023-03-31 | $38M | 425k | 89.97 |
| 2022-12-31 | $43M | 474k | 89.97 |
| 2022-09-30 | $37M | 518k | 72.02 |
| 2022-06-30 | $39M | 539k | 71.51 |
| 2022-03-31 | $43M | 556k | 76.44 |
| 2021-12-31 | $32M | 567k | 55.50 |
| 2021-09-30 | $32M | 605k | 52.09 |
| 2021-06-30 | $35M | 645k | 54.53 |
| 2021-03-31 | $33M | 678k | 49.06 |
| 2020-12-31 | $40M | 1.1M | 37.90 |
| 2020-09-30 | $78M | 2.6M | 29.95 |
| 2020-06-30 | $114M | 3.0M | 37.85 |
| 2020-03-31 | $104M | 3.6M | 29.06 |
| 2019-12-31 | $199M | 3.3M | 60.04 |
| 2019-09-30 | $230M | 3.9M | 59.57 |
| 2019-06-30 | $241M | 3.8M | 62.98 |
| 2019-03-31 | $373M | 5.5M | 67.25 |
| 2018-12-31 | $275M | 4.8M | 57.05 |
| 2018-09-30 | $361M | 4.8M | 75.95 |
| 2018-06-30 | $401M | 5.3M | 75.47 |
| 2018-03-31 | $381M | 5.8M | 66.02 |
| 2017-12-31 | $415M | 5.7M | 72.47 |
| 2017-09-30 | $385M | 5.6M | 68.49 |
| 2017-06-30 | $342M | 5.3M | 64.92 |
| 2017-03-31 | $308M | 4.4M | 70.14 |
| 2016-12-31 | $279M | 3.7M | 75.54 |
| 2016-09-30 | $255M | 3.8M | 67.52 |
| 2016-06-30 | $231M | 3.4M | 67.70 |
| 2016-03-31 | $200M | 3.2M | 61.90 |
| 2015-12-31 | $181M | 3.0M | 60.06 |
| 2015-09-30 | $165M | 2.7M | 61.18 |
| 2015-06-30 | $164M | 2.2M | 74.64 |
| 2015-03-31 | $140M | 1.7M | 80.38 |
| 2014-12-31 | $107M | 1.3M | 80.19 |
| 2014-09-30 | $110M | 1.2M | 90.62 |
| 2014-06-30 | $102M | 1.0M | 100.10 |
| 2014-03-31 | $73M | 837k | 86.56 |
| 2013-12-31 | $25M | 277k | 88.51 |