Energy Select Sector SPDR shares owned by Worth Financial Advisory Group
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Worth Financial Advisory Group
from 13F filings
Historical chart of Worth Financial Advisory Group investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Worth Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $708k | 8.1k | 87.80 |
| 2024-06-30 | $722k | 7.9k | 91.15 |
| 2024-03-31 | $741k | 7.9k | 94.41 |
| 2023-12-31 | $669k | 8.0k | 83.84 |
| 2023-09-30 | $733k | 8.1k | 90.39 |
| 2023-06-30 | $653k | 8.0k | 81.17 |
| 2023-03-31 | $710k | 8.6k | 82.83 |
| 2022-12-31 | $621k | 7.1k | 87.47 |
More positions owned by Worth Financial Advisory Group
View all positions for Worth Financial Advisory Group