Energy Select Sector SPDR shares owned by Winch Advisory Services
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Winch Advisory Services
from 13F filings
Historical chart of Winch Advisory Services investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Winch Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $142k | 1.6k | 89.34 |
| 2025-06-30 | $134k | 1.6k | 84.82 |
| 2025-03-31 | $146k | 1.6k | 93.47 |
| 2024-12-31 | $140k | 1.6k | 85.68 |
| 2024-09-30 | $164k | 1.9k | 87.81 |
| 2024-06-30 | $172k | 1.9k | 91.13 |
| 2024-03-31 | $192k | 2.0k | 94.39 |
| 2023-12-31 | $184k | 2.2k | 83.82 |
| 2023-09-30 | $201k | 2.2k | 90.54 |
| 2023-06-30 | $185k | 2.3k | 81.25 |
| 2023-03-31 | $179k | 2.2k | 82.64 |
| 2022-12-31 | $182k | 2.1k | 87.29 |
| 2022-09-30 | $118k | 1.6k | 72.17 |
| 2022-06-30 | $117k | 1.6k | 71.69 |
| 2022-03-31 | $121k | 1.6k | 76.44 |
| 2021-12-31 | $84k | 1.5k | 55.67 |
| 2021-09-30 | $74k | 1.4k | 52.22 |
| 2021-06-30 | $76k | 1.4k | 53.79 |
| 2021-03-31 | $3.0M | 61k | 49.07 |
| 2020-12-31 | $2.3M | 60k | 37.90 |
| 2020-09-30 | $38k | 1.3k | 29.76 |
| 2020-06-30 | $49k | 1.3k | 38.07 |
| 2020-03-31 | $37k | 1.3k | 28.91 |
| 2019-12-31 | $75k | 1.3k | 59.67 |
| 2019-09-30 | $148k | 2.5k | 59.39 |
| 2019-06-30 | $160k | 2.5k | 63.52 |
| 2019-03-31 | $172k | 2.6k | 65.93 |
| 2018-12-31 | $127k | 2.2k | 57.49 |
| 2018-09-30 | $164k | 2.2k | 75.61 |
| 2018-06-30 | $133k | 1.8k | 75.96 |
| 2018-03-31 | $62k | 920 | 67.39 |
| 2017-12-31 | $66k | 920 | 71.74 |
| 2017-09-30 | $64k | 920 | 69.57 |
| 2017-06-30 | $395k | 6.1k | 65.00 |
| 2017-03-31 | $431k | 6.2k | 69.88 |
| 2016-12-31 | $312k | 4.1k | 75.36 |
| 2016-09-30 | $109k | 1.5k | 70.46 |
| 2016-06-30 | $107k | 1.6k | 68.28 |
| 2015-06-30 | $2.0k | 31 | 64.52 |
| 2015-03-31 | $2.0k | 31 | 64.52 |
| 2014-03-31 | $1.6M | 18k | 89.09 |