Energy Select Sector SPDR shares owned by Theory Financial
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Theory Financial
from 13F filings
Historical chart of Theory 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 Theory Financial 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 Theory Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.2M | 47k | 88.59 |
| 2024-06-30 | $3.8M | 42k | 91.15 |
| 2024-03-31 | $4.2M | 45k | 94.41 |
| 2023-12-31 | $3.6M | 43k | 83.84 |
| 2023-09-30 | $3.7M | 41k | 90.39 |
| 2023-06-30 | $3.7M | 45k | 81.17 |
| 2023-03-31 | $3.4M | 42k | 82.83 |
| 2022-12-31 | $3.5M | 40k | 87.47 |
| 2022-06-30 | $3.1M | 44k | 69.69 |
| 2022-03-31 | $3.7M | 49k | 76.44 |