Energy Select Sector SPDR shares owned by WESPAC Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by WESPAC Advisors
from 13F filings
Historical chart of WESPAC Advisors investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by WESPAC Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $944k | 11k | 89.34 |
| 2025-03-31 | $307k | 3.3k | 93.45 |
| 2024-06-30 | $502k | 5.5k | 91.15 |
| 2024-03-31 | $656k | 7.0k | 94.41 |
| 2023-12-31 | $559k | 6.7k | 83.84 |
| 2022-12-31 | $253k | 2.9k | 87.49 |
| 2022-06-30 | $384k | 5.4k | 71.51 |
| 2022-03-31 | $2.1M | 28k | 76.45 |
| 2021-12-31 | $499k | 9.0k | 55.49 |
| 2021-09-30 | $3.0M | 58k | 52.10 |
| 2021-06-30 | $1.0M | 19k | 53.85 |
| 2021-03-31 | $2.2M | 44k | 49.06 |
| 2020-12-31 | $687k | 18k | 37.92 |
| 2019-12-31 | $1.9M | 31k | 60.04 |
| 2019-03-31 | $2.5M | 38k | 66.18 |
| 2018-09-30 | $908k | 12k | 75.72 |
| 2018-06-30 | $650k | 8.6k | 75.91 |
| 2016-12-31 | $2.4M | 31k | 75.32 |