Energy Select Sector SPDR shares owned by Wellington Wealth Strategies
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Wellington Wealth Strategies
from 13F filings
Historical chart of Wellington Wealth Strategies investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Wellington Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $232k | 2.6k | 89.71 |
| 2024-09-30 | $657k | 7.4k | 88.59 |
| 2024-03-31 | $786k | 8.3k | 94.41 |
| 2023-12-31 | $1.3M | 16k | 83.84 |
| 2020-12-31 | $1.3M | 16k | 83.84 |
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