Energy Select Sector SPDR shares owned by TruWealth Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by TruWealth Advisors
from 13F filings
Historical chart of TruWealth Advisors investment in Energy Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by TruWealth Advisors 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 TruWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $220k | 2.5k | 89.34 |
| 2025-06-30 | $224k | 2.6k | 84.81 |
| 2025-03-31 | $253k | 2.7k | 93.45 |
| 2024-12-31 | $231k | 2.7k | 85.66 |
| 2024-09-30 | $255k | 2.9k | 87.80 |
| 2024-06-30 | $264k | 2.9k | 91.15 |
| 2024-03-31 | $295k | 3.1k | 94.40 |
| 2023-12-31 | $283k | 3.4k | 83.83 |
| 2023-09-30 | $1.7M | 19k | 90.39 |
| 2023-06-30 | $5.1M | 63k | 81.17 |
| 2023-03-31 | $7.6M | 91k | 82.83 |
| 2022-12-31 | $7.7M | 88k | 87.47 |
| 2022-09-30 | $6.2M | 86k | 72.02 |
| 2022-06-30 | $5.9M | 82k | 71.51 |
| 2022-03-31 | $2.8M | 36k | 76.44 |