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
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by Symphony Financial 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 Symphony Financial
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |