Energy Select Sector SPDR shares owned by Ulland Investment Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Ulland Investment Advisors
from 13F filings
Historical chart of Ulland Investment Advisors investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Ulland Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $452k | 5.2k | 87.77 |
| 2024-06-30 | $548k | 6.0k | 91.11 |
| 2024-03-31 | $568k | 6.0k | 94.43 |
| 2023-12-31 | $751k | 9.0k | 83.86 |
| 2023-09-30 | $876k | 9.7k | 90.40 |
| 2023-06-30 | $791k | 9.7k | 81.21 |
| 2023-03-31 | $929k | 11k | 82.80 |
| 2022-12-31 | $1.2M | 13k | 87.50 |
| 2022-09-30 | $941k | 13k | 72.00 |
| 2022-06-30 | $953k | 13k | 71.55 |
| 2022-03-31 | $1.4M | 18k | 76.44 |
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