Energy Select Sector SPDR shares owned by Wealth Alliance Advisory Group
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Wealth Alliance Advisory Group
from 13F filings
Historical chart of Wealth Alliance Advisory Group 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 Alliance Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csv

Quarterly reported holdings in Energy Select Sector SPDR by Wealth Alliance Advisory Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $223k | 2.6k | 85.66 |
2024-09-30 | $440k | 5.0k | 87.80 |
2024-06-30 | $457k | 5.0k | 91.15 |
2024-03-31 | $514k | 5.4k | 94.41 |
2023-12-31 | $388k | 4.6k | 83.84 |
2023-09-30 | $418k | 4.6k | 90.39 |
2023-06-30 | $352k | 4.3k | 81.17 |
2022-12-31 | $824k | 9.4k | 87.47 |
2022-09-30 | $581k | 8.1k | 72.08 |
2022-06-30 | $739k | 10k | 71.48 |
2022-03-31 | $790k | 10k | 76.42 |
2021-12-31 | $349k | 6.3k | 55.53 |
More positions owned by Wealth Alliance Advisory Group
View all positions for Wealth Alliance Advisory Group