Energy Select Sector SPDR shares owned by West Wealth Group
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by West Wealth Group
from 13F filings
Historical chart of West Wealth Group investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by West Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $338k | 7.6k | 44.71 |
| 2025-09-30 | $324k | 3.7k | 86.32 |
| 2025-06-30 | $315k | 3.7k | 84.72 |
| 2023-06-30 | $236k | 2.9k | 81.16 |
| 2023-03-31 | $240k | 2.9k | 82.82 |
| 2022-12-31 | $1.3M | 15k | 87.47 |
| 2022-09-30 | $1.4M | 19k | 72.00 |
| 2022-06-30 | $3.5M | 49k | 71.50 |
| 2022-03-31 | $6.5M | 85k | 76.44 |
| 2021-12-31 | $5.9M | 107k | 55.49 |