Energy Select Sector SPDR shares owned by Transcend Wealth Collective
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Transcend Wealth Collective
from 13F filings
Historical chart of Transcend Wealth Collective investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Transcend Wealth Collective
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.8M | 66k | 87.80 |
| 2024-06-30 | $4.7M | 52k | 91.15 |
| 2024-03-31 | $4.9M | 52k | 94.41 |
| 2023-12-31 | $3.4M | 41k | 83.84 |
| 2023-09-30 | $3.8M | 42k | 90.39 |
| 2023-06-30 | $2.3M | 28k | 81.17 |
| 2023-03-31 | $3.0M | 36k | 82.83 |
| 2022-12-31 | $3.5M | 41k | 87.47 |
| 2022-09-30 | $2.8M | 39k | 72.01 |
| 2022-06-30 | $3.3M | 47k | 71.51 |
| 2022-03-31 | $5.0M | 65k | 76.45 |
| 2021-12-31 | $3.2M | 57k | 55.50 |
| 2021-09-30 | $4.0M | 67k | 59.14 |
| 2021-03-31 | $3.3M | 68k | 49.03 |
| 2020-12-31 | $2.5M | 67k | 37.90 |
| 2020-09-30 | $446k | 15k | 29.93 |
| 2020-06-30 | $475k | 13k | 37.81 |
| 2020-03-31 | $606k | 21k | 29.07 |
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