Energy Select Sector SPDR shares owned by Wells Financial Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Wells Financial Advisors
from 13F filings
Historical chart of Wells Financial Advisors investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Wells Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $120k | 1.4k | 84.81 |
| 2025-03-31 | $132k | 1.4k | 93.45 |
| 2024-12-31 | $121k | 1.4k | 85.66 |
| 2024-09-30 | $124k | 1.4k | 87.80 |
| 2024-06-30 | $130k | 1.4k | 91.15 |
| 2024-03-31 | $152k | 1.6k | 94.41 |
| 2023-09-30 | $333k | 3.7k | 90.39 |
| 2023-06-30 | $277k | 3.4k | 81.17 |
| 2023-03-31 | $320k | 3.9k | 82.83 |
| 2022-12-31 | $218k | 2.5k | 87.47 |
| 2022-09-30 | $58k | 800 | 72.50 |