Energy Select Sector SPDR shares owned by waypoint wealth counsel
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by waypoint wealth counsel
from 13F filings
Historical chart of waypoint wealth counsel investment in Energy Select Sector SPDR
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All positions including Energy Select Sector SPDR held by waypoint wealth counsel consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Energy Select Sector SPDR by waypoint wealth counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $835k | 9.5k | 87.80 |
| 2024-06-30 | $887k | 9.7k | 91.15 |
| 2024-03-31 | $916k | 9.7k | 94.41 |
| 2023-12-31 | $813k | 9.7k | 83.84 |
| 2023-09-30 | $877k | 9.7k | 90.39 |
| 2023-03-31 | $814k | 9.8k | 82.83 |
| 2022-12-31 | $859k | 9.8k | 87.47 |