Energy Select Sector SPDR shares owned by Wealth Effects
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Wealth Effects
from 13F filings
Historical chart of Wealth Effects investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Wealth Effects
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $777k | 8.7k | 89.34 |
| 2025-06-30 | $744k | 8.8k | 84.81 |
| 2025-03-31 | $873k | 9.3k | 93.45 |
| 2024-12-31 | $872k | 10k | 85.66 |
| 2024-09-30 | $889k | 10k | 87.80 |
| 2024-06-30 | $880k | 9.7k | 91.15 |
| 2024-03-31 | $1.0M | 11k | 94.41 |
| 2023-12-31 | $897k | 11k | 83.84 |
| 2023-09-30 | $312k | 3.4k | 90.39 |
| 2023-06-30 | $286k | 3.5k | 81.16 |
| 2023-03-31 | $293k | 3.5k | 82.83 |
| 2022-12-31 | $466k | 5.3k | 87.47 |
| 2022-09-30 | $318k | 4.4k | 71.98 |
| 2022-06-30 | $634k | 8.9k | 71.53 |
| 2022-03-31 | $850k | 11k | 76.48 |
| 2021-12-31 | $389k | 7.0k | 55.49 |