Energy Select Sector SPDR shares owned by Welch Group
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Welch Group
from 13F filings
Historical chart of Welch Group investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Welch Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $573k | 6.4k | 89.33 |
| 2025-06-30 | $524k | 6.2k | 84.81 |
| 2025-03-31 | $533k | 5.8k | 92.43 |
| 2024-12-31 | $1.1M | 13k | 84.55 |
| 2024-09-30 | $1.1M | 12k | 87.80 |
| 2024-06-30 | $1.0M | 11k | 91.15 |
| 2024-03-31 | $555k | 5.9k | 94.41 |
| 2023-12-31 | $438k | 5.2k | 83.84 |
| 2023-09-30 | $427k | 4.7k | 90.39 |
| 2023-06-30 | $384k | 4.7k | 81.17 |
| 2023-03-31 | $391k | 4.7k | 82.83 |
| 2022-12-31 | $431k | 4.9k | 87.47 |
| 2022-09-30 | $355k | 4.9k | 72.04 |
| 2022-06-30 | $301k | 4.2k | 71.41 |
| 2022-03-31 | $322k | 4.2k | 76.39 |
| 2021-12-31 | $569k | 10k | 55.54 |
| 2021-09-30 | $294k | 5.6k | 52.14 |
| 2021-06-30 | $245k | 4.5k | 53.87 |
| 2021-03-31 | $277k | 5.6k | 49.09 |
| 2020-12-31 | $5.9M | 155k | 37.90 |
| 2020-09-30 | $989k | 33k | 29.96 |
| 2020-03-31 | $196k | 6.7k | 29.07 |
| 2017-09-30 | $384k | 5.6k | 68.47 |
| 2016-09-30 | $458k | 6.5k | 70.55 |
| 2016-03-31 | $276k | 4.5k | 61.90 |
| 2015-12-31 | $2.6M | 43k | 60.32 |
| 2015-09-30 | $2.5M | 40k | 61.20 |