Energy Select Sector SPDR shares owned by Tandem Wealth Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Tandem Wealth Advisors
from 13F filings
Historical chart of Tandem Wealth Advisors investment in Energy Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by Tandem Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Energy Select Sector SPDR by Tandem Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $555k | 6.3k | 87.80 |
| 2024-06-30 | $566k | 6.2k | 91.15 |
| 2024-03-31 | $591k | 6.3k | 94.41 |
| 2023-12-31 | $663k | 7.9k | 83.84 |
| 2023-09-30 | $734k | 8.1k | 90.39 |
| 2023-06-30 | $623k | 7.7k | 81.17 |
| 2023-03-31 | $713k | 8.6k | 82.83 |
| 2022-12-31 | $773k | 8.8k | 87.47 |