Energy Select Sector SPDR shares owned by Wellspring Financial Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Wellspring Financial Advisors
from 13F filings
Historical chart of Wellspring Financial Advisors investment in Energy Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by Wellspring Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Energy Select Sector SPDR by Wellspring Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $247k | 2.7k | 91.15 |
| 2024-03-31 | $260k | 2.8k | 94.41 |
| 2023-09-30 | $238k | 2.6k | 90.39 |
| 2023-06-30 | $218k | 2.7k | 81.17 |
| 2023-03-31 | $219k | 2.6k | 82.83 |
| 2022-12-31 | $210k | 2.4k | 87.47 |
| 2022-03-31 | $129k | 1.7k | 76.42 |
More positions owned by Wellspring Financial Advisors
View all positions for Wellspring Financial Advisors