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
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by Valeo Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Energy Select Sector SPDR by Valeo Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.9M | 20k | 94.41 |
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 |