Energy Select Sector SPDR shares owned by Windward Private Wealth Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Windward Private Wealth Management
from 13F filings
Historical chart of Windward Private Wealth Management investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Windward Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $307k | 3.7k | 83.83 |
| 2023-09-30 | $310k | 3.4k | 90.38 |
| 2023-06-30 | $333k | 4.1k | 81.16 |
| 2023-03-31 | $355k | 4.3k | 82.82 |
| 2022-12-31 | $382k | 4.4k | 87.46 |
| 2022-09-30 | $378k | 5.3k | 71.95 |
| 2022-06-30 | $408k | 5.7k | 71.53 |
| 2022-03-31 | $498k | 6.5k | 76.45 |
| 2021-12-31 | $405k | 7.3k | 55.48 |
| 2021-09-30 | $483k | 9.3k | 52.08 |
| 2021-06-30 | $500k | 9.3k | 53.91 |
| 2021-03-31 | $484k | 9.9k | 49.04 |
| 2020-12-31 | $545k | 14k | 37.93 |
More positions owned by Windward Private Wealth Management
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