Energy Select Sector SPDR shares owned by Wagner Wealth Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Wagner Wealth Management
from 13F filings
Historical chart of Wagner Wealth Management investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Wagner Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $25k | 274 | 89.46 |
| 2025-06-30 | $6.3k | 74 | 84.54 |
| 2025-03-31 | $6.8k | 73 | 93.63 |
| 2024-12-31 | $6.2k | 73 | 85.19 |
| 2024-09-30 | $6.3k | 72 | 87.81 |
| 2024-06-30 | $68k | 750 | 91.15 |
| 2024-03-31 | $77k | 811 | 94.41 |
| 2023-12-31 | $97k | 1.2k | 83.84 |
| 2023-09-30 | $105k | 1.2k | 90.39 |
| 2023-06-30 | $66k | 813 | 81.17 |
| 2023-03-31 | $62k | 748 | 82.83 |
| 2022-12-31 | $107k | 1.2k | 87.47 |
| 2022-09-30 | $83k | 1.2k | 71.99 |
| 2022-06-30 | $88k | 1.2k | 71.78 |
| 2022-03-31 | $79k | 1.0k | 76.62 |
| 2021-12-31 | $30k | 533 | 56.29 |
| 2021-09-30 | $31k | 533 | 58.16 |
| 2021-06-30 | $18k | 333 | 54.05 |
| 2021-03-31 | $12k | 240 | 50.00 |
| 2020-12-31 | $10k | 263 | 38.02 |
| 2018-09-30 | $418k | 5.5k | 75.66 |
| 2018-06-30 | $619k | 8.2k | 75.91 |
| 2018-03-31 | $312k | 4.6k | 67.50 |
| 2017-12-31 | $344k | 4.5k | 76.77 |