Energy Select Sector SPDR shares owned by Wealth Advisors of Iowa
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Wealth Advisors of Iowa
from 13F filings
Historical chart of Wealth Advisors of Iowa investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Wealth Advisors of Iowa
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $8.6M | 103k | 83.84 |
| 2023-09-30 | $9.2M | 101k | 90.39 |
| 2023-06-30 | $2.0M | 25k | 81.17 |
| 2023-03-31 | $2.0M | 24k | 82.83 |
| 2022-12-31 | $2.2M | 25k | 87.47 |
| 2022-09-30 | $1.8M | 25k | 72.02 |
| 2022-06-30 | $1.8M | 25k | 71.52 |
| 2022-03-31 | $4.0M | 52k | 76.43 |
| 2021-12-31 | $2.1M | 38k | 55.50 |
| 2021-09-30 | $2.7M | 53k | 52.09 |
| 2021-06-30 | $9.9M | 184k | 53.87 |
| 2021-03-31 | $8.7M | 177k | 49.06 |
| 2020-12-31 | $5.0M | 132k | 37.90 |