Energy Select Sector SPDR shares owned by WESPAC Advisors SoCal
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by WESPAC Advisors SoCal
from 13F filings
Historical chart of WESPAC Advisors SoCal investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by WESPAC Advisors SoCal
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.8M | 76k | 89.34 |
| 2025-06-30 | $6.6M | 78k | 84.81 |
| 2025-03-31 | $7.5M | 80k | 93.45 |
| 2024-12-31 | $5.0M | 58k | 85.66 |
| 2024-09-30 | $5.5M | 62k | 87.80 |
| 2024-06-30 | $11M | 124k | 91.15 |
| 2024-03-31 | $9.2M | 98k | 94.41 |
| 2023-12-31 | $7.4M | 89k | 83.84 |
| 2023-09-30 | $3.3M | 37k | 90.39 |
| 2023-06-30 | $3.2M | 39k | 81.17 |
| 2023-03-31 | $4.1M | 50k | 82.83 |
| 2022-12-31 | $4.3M | 50k | 87.47 |
| 2022-09-30 | $4.5M | 50k | 89.99 |
| 2022-06-30 | $3.2M | 45k | 71.51 |
| 2022-03-31 | $3.5M | 46k | 76.44 |
| 2021-12-31 | $2.4M | 35k | 68.26 |
| 2021-09-30 | $1.9M | 35k | 55.04 |
| 2021-06-30 | $1.9M | 35k | 53.88 |
| 2021-03-31 | $830k | 17k | 49.04 |
| 2020-12-31 | $641k | 17k | 37.87 |
| 2020-09-30 | $521k | 17k | 30.78 |
| 2019-03-31 | $18k | 275 | 65.45 |
| 2018-12-31 | $15k | 275 | 54.55 |
| 2018-09-30 | $20k | 275 | 72.73 |
| 2018-03-31 | $18k | 275 | 65.45 |
| 2017-12-31 | $4.8M | 67k | 72.26 |
| 2017-09-30 | $4.8M | 70k | 68.47 |
| 2017-06-30 | $4.6M | 71k | 64.91 |
| 2017-03-31 | $5.1M | 72k | 69.90 |
| 2016-12-31 | $5.4M | 71k | 75.32 |
| 2016-09-30 | $5.1M | 72k | 70.61 |
| 2016-06-30 | $5.1M | 74k | 68.24 |