Energy Select Sector SPDR shares owned by TrinityPoint Wealth
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by TrinityPoint Wealth
from 13F filings
Historical chart of TrinityPoint Wealth investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by TrinityPoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $299k | 3.5k | 85.65 |
| 2024-09-30 | $249k | 2.8k | 87.80 |
| 2024-06-30 | $254k | 2.8k | 91.16 |
| 2024-03-31 | $260k | 2.7k | 94.40 |
| 2023-12-31 | $239k | 2.9k | 83.85 |
| 2023-09-30 | $258k | 2.9k | 90.39 |
| 2023-03-31 | $217k | 2.6k | 82.84 |
| 2022-06-30 | $729k | 10k | 71.47 |
| 2022-03-31 | $984k | 13k | 76.45 |
| 2021-12-31 | $961k | 17k | 55.49 |
| 2021-09-30 | $986k | 19k | 52.07 |
| 2021-06-30 | $1.6M | 29k | 53.88 |
| 2021-03-31 | $1.5M | 31k | 49.05 |
| 2020-12-31 | $1.2M | 29k | 40.73 |
| 2020-09-30 | $408k | 14k | 29.94 |
| 2020-06-30 | $430k | 11k | 37.86 |
| 2020-03-31 | $348k | 12k | 29.06 |
| 2018-12-31 | $592k | 10k | 57.31 |