Energy Select Sector SPDR shares owned by Tradition Wealth Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Tradition Wealth Management
from 13F filings
Historical chart of Tradition Wealth Management investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Tradition Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $532k | 6.1k | 87.79 |
| 2024-06-30 | $523k | 5.7k | 91.15 |
| 2024-03-31 | $541k | 5.7k | 94.41 |
| 2023-12-31 | $498k | 5.9k | 83.78 |
| 2023-09-30 | $524k | 5.8k | 90.39 |
| 2023-06-30 | $318k | 3.9k | 81.08 |
| 2023-03-31 | $414k | 5.0k | 82.73 |
| 2022-12-31 | $330k | 3.8k | 87.56 |
| 2022-09-30 | $277k | 3.8k | 71.99 |
| 2022-06-30 | $292k | 4.1k | 71.45 |
| 2022-03-31 | $574k | 7.5k | 76.37 |
| 2021-12-31 | $321k | 5.8k | 55.47 |
| 2021-09-30 | $275k | 5.3k | 52.17 |
| 2021-06-30 | $306k | 5.7k | 53.86 |
| 2021-03-31 | $225k | 4.6k | 49.16 |
| 2020-12-31 | $43k | 1.1k | 38.26 |
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