Energy Select Sector SPDR shares owned by Vista Private Wealth Partners
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Vista Private Wealth Partners
from 13F filings
Historical chart of Vista Private Wealth Partners investment in Energy Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by Vista Private Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Energy Select Sector SPDR by Vista Private Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $17k | 196 | 85.76 |
| 2024-09-30 | $17k | 194 | 87.63 |
| 2024-06-30 | $18k | 192 | 91.17 |
| 2023-06-30 | $381k | 4.7k | 80.48 |
| 2023-03-31 | $445k | 5.5k | 80.37 |
| 2022-12-31 | $489k | 5.6k | 87.47 |
| 2018-09-30 | $1.7M | 25k | 66.43 |
| 2018-03-31 | $1.9M | 25k | 77.19 |
| 2017-12-31 | $1.8M | 27k | 67.66 |
| 2017-09-30 | $2.0M | 28k | 69.83 |
More positions owned by Vista Private Wealth Partners
View all positions for Vista Private Wealth Partners