Energy Select Sector SPDR shares owned by TrueWealth Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by TrueWealth Advisors
from 13F filings
Historical chart of TrueWealth Advisors investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by TrueWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $780k | 9.1k | 85.66 |
| 2024-09-30 | $762k | 8.7k | 87.80 |
| 2024-06-30 | $841k | 9.2k | 91.15 |
| 2024-03-31 | $957k | 10k | 94.41 |
| 2023-12-31 | $898k | 11k | 83.84 |
| 2023-09-30 | $1.1M | 12k | 90.39 |
| 2023-06-30 | $925k | 11k | 81.17 |
| 2023-03-31 | $825k | 10k | 82.83 |
| 2022-12-31 | $826k | 9.4k | 87.47 |
| 2022-09-30 | $602k | 8.4k | 72.00 |
| 2022-06-30 | $652k | 9.1k | 71.53 |
| 2022-03-31 | $927k | 12k | 78.47 |
| 2021-12-31 | $656k | 12k | 55.53 |
| 2021-09-30 | $957k | 18k | 52.10 |
| 2021-06-30 | $994k | 19k | 53.85 |
| 2021-03-31 | $814k | 17k | 47.10 |
| 2020-12-31 | $754k | 18k | 42.08 |