Energy Select Sector SPDR shares owned by Unique Wealth Strategies
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Unique Wealth Strategies
from 13F filings
Historical chart of Unique Wealth Strategies investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Unique Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $594k | 11k | 53.11 |
| 2026-03-31 | $656k | 11k | 61.26 |
| 2025-12-31 | $498k | 11k | 44.71 |
| 2025-09-30 | $526k | 5.9k | 89.34 |
| 2025-06-30 | $507k | 6.0k | 84.81 |
| 2025-03-31 | $530k | 5.7k | 93.45 |
| 2024-12-31 | $480k | 5.6k | 85.66 |
| 2024-09-30 | $471k | 5.4k | 87.80 |
| 2024-06-30 | $483k | 5.1k | 94.41 |
| 2024-03-31 | $483k | 5.1k | 94.41 |