Energy Select Sector SPDR shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 19k | 89.34 |
| 2025-06-30 | $1.7M | 20k | 84.81 |
| 2025-03-31 | $2.2M | 24k | 93.45 |
| 2024-12-31 | $2.2M | 26k | 85.66 |
| 2024-09-30 | $2.5M | 28k | 87.80 |
| 2024-06-30 | $2.6M | 28k | 91.15 |
| 2024-03-31 | $1.9M | 20k | 96.19 |
| 2023-12-31 | $1.7M | 20k | 83.84 |
| 2023-09-30 | $1.9M | 21k | 90.39 |
| 2023-06-30 | $1.7M | 21k | 81.17 |
| 2023-03-31 | $2.1M | 25k | 82.94 |
| 2022-12-31 | $1.7M | 20k | 87.47 |
| 2022-09-30 | $1.5M | 21k | 72.03 |
| 2022-06-30 | $1.5M | 21k | 71.52 |
| 2022-03-31 | $2.0M | 26k | 76.45 |
| 2021-12-31 | $1.3M | 23k | 55.49 |
| 2021-09-30 | $1.2M | 23k | 52.10 |
| 2021-06-30 | $1.3M | 25k | 53.87 |
| 2021-03-31 | $1.1M | 22k | 49.05 |
| 2020-12-31 | $884k | 23k | 37.89 |
| 2020-09-30 | $1.1M | 37k | 29.97 |
| 2020-06-30 | $1.6M | 43k | 37.85 |
| 2020-03-31 | $1.6M | 46k | 33.93 |
| 2019-12-31 | $2.3M | 38k | 60.03 |
| 2019-09-30 | $2.3M | 39k | 59.21 |
| 2019-06-30 | $2.6M | 40k | 63.71 |
| 2019-03-31 | $2.9M | 45k | 66.11 |
| 2018-12-31 | $2.7M | 47k | 57.34 |
| 2018-09-30 | $3.8M | 57k | 67.14 |
| 2018-06-30 | $4.7M | 64k | 74.36 |
| 2018-03-31 | $4.3M | 64k | 67.41 |
| 2017-12-31 | $4.7M | 65k | 72.27 |
| 2017-09-30 | $2.9M | 42k | 68.48 |