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
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by Wagner Wealth Management 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 Wagner Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |