Energy Select Sector SPDR shares owned by Wealthspan Partners
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Wealthspan Partners
from 13F filings
Historical chart of Wealthspan Partners investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Wealthspan Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $249k | 2.8k | 89.33 |
| 2025-06-30 | $261k | 3.1k | 84.82 |
| 2025-03-31 | $317k | 3.4k | 93.44 |
| 2024-12-31 | $290k | 3.4k | 85.65 |
| 2024-09-30 | $307k | 3.5k | 87.79 |
| 2024-06-30 | $336k | 3.7k | 91.14 |
| 2024-03-31 | $370k | 3.9k | 94.40 |
| 2023-12-31 | $351k | 4.2k | 83.84 |
| 2023-09-30 | $385k | 4.3k | 90.40 |
| 2023-06-30 | $389k | 4.8k | 81.16 |
| 2023-03-31 | $425k | 5.1k | 82.83 |
| 2022-12-31 | $457k | 5.2k | 87.47 |
| 2022-09-30 | $325k | 4.5k | 72.13 |