Energy Select Sector SPDR shares owned by Symphony Financial
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Symphony Financial
from 13F filings
Historical chart of Symphony Financial investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Symphony Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $599k | 6.7k | 89.13 |
| 2025-06-30 | $701k | 8.1k | 86.03 |
| 2024-12-31 | $801k | 8.6k | 93.47 |
| 2024-09-30 | $845k | 9.7k | 87.19 |
| 2024-06-30 | $1.1M | 12k | 90.80 |
| 2024-03-31 | $1.1M | 12k | 94.41 |
| 2023-12-31 | $1.0M | 13k | 80.79 |
| 2023-09-30 | $1.1M | 12k | 88.64 |
| 2023-06-30 | $1.0M | 13k | 80.66 |
| 2023-03-31 | $1.0M | 13k | 82.28 |
| 2022-12-31 | $933k | 11k | 84.48 |
| 2022-09-30 | $500k | 6.9k | 72.53 |
| 2022-06-30 | $486k | 6.7k | 73.04 |
| 2022-03-31 | $381k | 4.9k | 77.49 |
| 2021-12-31 | $265k | 4.6k | 57.50 |
| 2021-06-30 | $254k | 4.7k | 53.67 |
| 2021-03-31 | $206k | 4.2k | 49.06 |