Energy Select Sector SPDR shares owned by Visionary Wealth Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Visionary Wealth Advisors
from 13F filings
Historical chart of Visionary Wealth Advisors investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Visionary Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.7M | 65k | 87.80 |
| 2024-06-30 | $5.8M | 64k | 91.15 |
| 2024-03-31 | $6.6M | 70k | 94.41 |
| 2023-12-31 | $8.8M | 104k | 83.84 |
| 2023-09-30 | $8.8M | 98k | 90.39 |
| 2023-06-30 | $8.1M | 100k | 81.17 |
| 2023-03-31 | $7.0M | 85k | 82.83 |
| 2022-12-31 | $6.0M | 68k | 87.47 |
| 2022-09-30 | $2.4M | 34k | 72.01 |
| 2022-06-30 | $5.7M | 80k | 71.51 |
| 2022-03-31 | $4.3M | 56k | 76.45 |
| 2021-12-31 | $2.8M | 50k | 55.51 |
| 2021-09-30 | $1.6M | 31k | 52.09 |
| 2021-06-30 | $436k | 8.1k | 53.93 |
| 2021-03-31 | $670k | 14k | 49.06 |
| 2020-12-31 | $988k | 26k | 37.91 |
| 2020-09-30 | $1.5M | 52k | 29.96 |
| 2020-06-30 | $1.9M | 51k | 37.86 |