Energy Select Sector SPDR shares owned by Wellington Shields Capital Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Wellington Shields Capital Management
from 13F filings
Historical chart of Wellington Shields Capital Management investment in Energy Select Sector SPDR
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All positions including Energy Select Sector SPDR held by Wellington Shields Capital Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $2.1M | 25k | 83.84 |
2023-09-30 | $2.6M | 29k | 90.39 |
2023-06-30 | $2.5M | 31k | 81.17 |
2023-03-31 | $2.5M | 31k | 82.83 |
2022-12-31 | $3.0M | 35k | 87.47 |
2022-09-30 | $484k | 6.7k | 72.09 |
2022-06-30 | $436k | 6.1k | 71.52 |
2019-12-31 | $1.4M | 24k | 60.06 |
2019-09-30 | $1.2M | 21k | 59.22 |
2019-06-30 | $862k | 14k | 63.73 |
2018-09-30 | $1.8M | 23k | 75.75 |
2018-06-30 | $1.8M | 23k | 75.95 |
2018-03-31 | $1.6M | 24k | 67.41 |
2017-12-31 | $1.1M | 16k | 72.27 |
2017-09-30 | $350k | 5.1k | 68.39 |
2017-06-30 | $306k | 4.7k | 64.86 |
2017-03-31 | $319k | 4.6k | 69.83 |
2016-12-31 | $482k | 6.4k | 75.24 |
2016-09-30 | $213k | 3.0k | 70.76 |
2015-12-31 | $540k | 8.9k | 60.37 |
2015-09-30 | $525k | 8.6k | 61.25 |
2015-06-30 | $688k | 9.1k | 75.21 |
2015-03-31 | $415k | 5.4k | 77.56 |
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