Energy Select Sector SPDR shares owned by Western Wealth Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Western Wealth Management
from 13F filings
Historical chart of Western Wealth Management investment in Energy Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by Western Wealth Management 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 Western Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.2M | 59k | 87.80 |
| 2024-06-30 | $6.3M | 69k | 91.15 |
| 2024-03-31 | $6.8M | 72k | 94.41 |
| 2023-12-31 | $4.8M | 57k | 83.84 |
| 2023-09-30 | $3.9M | 43k | 90.39 |
| 2023-06-30 | $3.5M | 43k | 81.17 |
| 2023-03-31 | $4.5M | 54k | 82.83 |
| 2022-12-31 | $5.2M | 60k | 87.47 |
| 2022-09-30 | $7.4M | 103k | 72.04 |
| 2022-06-30 | $9.9M | 139k | 71.52 |
| 2022-03-31 | $7.8M | 102k | 76.44 |
| 2021-12-31 | $4.0M | 72k | 55.68 |
| 2021-06-30 | $3.8M | 70k | 53.87 |
| 2021-03-31 | $3.0M | 62k | 49.07 |
| 2020-12-31 | $2.4M | 63k | 37.89 |
| 2020-09-30 | $1.8M | 62k | 29.95 |
| 2020-06-30 | $2.3M | 62k | 37.85 |
| 2020-03-31 | $934k | 32k | 29.14 |
| 2019-12-31 | $8.1M | 136k | 59.40 |
| 2019-09-30 | $1.2M | 21k | 56.81 |
| 2019-06-30 | $16M | 250k | 64.07 |
| 2019-03-31 | $1.6M | 25k | 66.16 |
| 2018-12-31 | $1.6M | 28k | 57.72 |