Energy Select Sector SPDR shares owned by Worth Asset Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Worth Asset Management
from 13F filings
Historical chart of Worth Asset Management investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Worth Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $932k | 10k | 93.45 |
| 2024-12-31 | $810k | 9.5k | 85.64 |
| 2024-03-31 | $1.5M | 16k | 94.41 |
| 2022-12-31 | $22k | 251 | 87.47 |
| 2022-09-30 | $2.0k | 21 | 95.24 |
| 2022-06-30 | $55k | 774 | 71.06 |
| 2022-03-31 | $50k | 792 | 62.50 |