Energy Select Sector SPDR shares owned by Wealth Management Group
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Wealth Management Group
from 13F filings
Historical chart of Wealth Management Group investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.0M | 90k | 89.34 |
| 2025-06-30 | $7.6M | 90k | 84.81 |
| 2025-03-31 | $10M | 111k | 93.45 |
| 2024-12-31 | $9.6M | 113k | 85.66 |
| 2024-09-30 | $14M | 160k | 87.80 |
| 2024-06-30 | $17M | 183k | 91.15 |
| 2024-03-31 | $18M | 190k | 94.41 |
| 2023-12-31 | $14M | 162k | 83.84 |
| 2023-09-30 | $17M | 184k | 90.39 |
| 2023-06-30 | $13M | 158k | 81.17 |
| 2023-03-31 | $13M | 161k | 82.83 |
| 2022-12-31 | $18M | 203k | 87.47 |
| 2022-09-30 | $12M | 164k | 72.02 |
| 2022-06-30 | $16M | 220k | 71.51 |
| 2022-03-31 | $17M | 223k | 76.44 |
| 2021-12-31 | $12M | 218k | 55.50 |
| 2021-09-30 | $12M | 226k | 52.09 |
| 2021-06-30 | $8.0M | 148k | 53.87 |
| 2021-03-31 | $9.8M | 200k | 49.06 |
| 2020-12-31 | $6.0M | 158k | 37.90 |
| 2020-09-30 | $2.9M | 98k | 29.95 |
| 2020-06-30 | $1.1M | 30k | 37.86 |
| 2020-03-31 | $858k | 30k | 29.07 |
| 2019-09-30 | $681k | 12k | 59.22 |
| 2019-06-30 | $1.3M | 20k | 63.70 |
| 2019-03-31 | $1.4M | 22k | 66.14 |
| 2018-12-31 | $364k | 6.3k | 57.40 |
| 2018-09-30 | $3.2M | 42k | 75.75 |
| 2018-06-30 | $5.4M | 72k | 75.94 |
| 2018-03-31 | $3.2M | 48k | 67.41 |
| 2017-12-31 | $3.4M | 47k | 72.26 |
| 2017-09-30 | $914k | 13k | 68.50 |
| 2017-06-30 | $3.6M | 55k | 64.91 |
| 2017-03-31 | $1.9M | 28k | 69.89 |
| 2016-12-31 | $1.3M | 17k | 75.30 |
| 2016-09-30 | $231k | 3.3k | 70.57 |