Energy Select Sector SPDR shares owned by Wealth Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Wealth Advisors
from 13F filings
Historical chart of Wealth Advisors investment in Energy Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by Wealth Advisors 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 Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $628k | 6.9k | 90.39 |
2023-06-30 | $534k | 6.4k | 83.98 |
2023-03-31 | $1.0M | 12k | 86.47 |
2022-12-31 | $1.0M | 12k | 87.47 |
2022-09-30 | $932k | 13k | 72.01 |
2022-06-30 | $906k | 13k | 71.47 |