Energy Select Sector SPDR shares owned by Wealthcare Advisory Partners
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Wealthcare Advisory Partners
from 13F filings
Historical chart of Wealthcare Advisory Partners investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Wealthcare Advisory Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.0M | 45k | 89.34 |
| 2025-06-30 | $4.1M | 48k | 84.81 |
| 2025-03-31 | $4.9M | 52k | 93.45 |
| 2024-12-31 | $6.0M | 70k | 85.66 |
| 2024-09-30 | $5.6M | 64k | 87.80 |
| 2024-06-30 | $6.5M | 71k | 91.15 |
| 2024-03-31 | $5.4M | 57k | 94.41 |
| 2023-12-31 | $5.7M | 68k | 83.84 |
| 2023-09-30 | $5.7M | 63k | 90.39 |
| 2023-06-30 | $3.2M | 39k | 81.17 |
| 2023-03-31 | $2.8M | 34k | 82.83 |
| 2022-12-31 | $2.5M | 29k | 87.47 |
| 2022-09-30 | $1.8M | 25k | 72.03 |
| 2022-06-30 | $1.6M | 22k | 71.51 |
| 2022-03-31 | $1.1M | 15k | 76.44 |
| 2021-12-31 | $644k | 12k | 55.48 |
| 2021-09-30 | $510k | 9.8k | 52.12 |
| 2021-06-30 | $616k | 11k | 53.91 |
| 2021-03-31 | $440k | 9.0k | 49.10 |
| 2020-03-31 | $446k | 15k | 29.05 |
| 2019-12-31 | $84k | 1.4k | 60.17 |
| 2019-09-30 | $94k | 1.6k | 59.31 |
| 2019-06-30 | $153k | 2.4k | 63.62 |
| 2019-03-31 | $158k | 2.4k | 66.11 |
| 2018-12-31 | $140k | 2.4k | 57.40 |
| 2018-09-30 | $185k | 2.4k | 75.88 |
| 2018-06-30 | $86k | 1.1k | 75.64 |
| 2018-03-31 | $33k | 483 | 68.32 |
| 2017-12-31 | $60k | 827 | 72.55 |
| 2017-09-30 | $9.0k | 133 | 67.67 |
| 2016-06-30 | $7.0k | 100 | 70.00 |
More positions owned by Wealthcare Advisory Partners
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