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
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Quarterly reported holdings in Energy Select Sector SPDR by TruWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |