Energy Select Sector SPDR shares owned by Tanglewood Legacy Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Tanglewood Legacy Advisors
from 13F filings
Historical chart of Tanglewood Legacy 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 Tanglewood Legacy Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Energy Select Sector SPDR by Tanglewood Legacy Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $45k | 500 | 89.34 |
| 2025-06-30 | $42k | 500 | 84.81 |
| 2025-03-31 | $47k | 500 | 93.45 |
| 2024-12-31 | $43k | 500 | 85.66 |
| 2024-09-30 | $44k | 500 | 87.80 |
| 2024-06-30 | $46k | 500 | 91.15 |
| 2024-03-31 | $47k | 500 | 94.41 |
| 2023-12-31 | $42k | 500 | 83.84 |
| 2023-09-30 | $45k | 500 | 90.39 |
| 2023-06-30 | $41k | 500 | 81.17 |
| 2023-03-31 | $41k | 500 | 82.83 |
| 2022-12-31 | $44k | 500 | 87.47 |
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