Energy Select Sector SPDR shares owned by Wellington Shields & Co
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Wellington Shields & Co
from 13F filings
Historical chart of Wellington Shields & Co investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Wellington Shields & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $161k | 1.9k | 84.81 |
| 2025-03-31 | $308k | 3.3k | 93.45 |
| 2024-12-31 | $403k | 4.7k | 85.66 |
| 2024-09-30 | $413k | 4.7k | 87.80 |
| 2024-06-30 | $447k | 4.9k | 91.15 |
| 2024-03-31 | $463k | 4.9k | 94.41 |
| 2023-12-31 | $470k | 5.6k | 83.84 |
| 2023-09-30 | $560k | 6.2k | 90.39 |
| 2023-06-30 | $576k | 7.1k | 81.17 |
| 2023-03-31 | $297k | 3.6k | 82.83 |
| 2022-12-31 | $148k | 1.7k | 87.47 |
| 2022-09-30 | $35k | 490 | 71.43 |
| 2022-06-30 | $35k | 490 | 71.43 |
| 2017-03-31 | $249k | 3.6k | 69.92 |
| 2016-12-31 | $268k | 3.6k | 75.32 |
| 2016-09-30 | $251k | 3.6k | 70.62 |