Energy Select Sector SPDR shares owned by Appleton Group Wealth Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Appleton Group Wealth Management
from 13F filings
Historical chart of Appleton Group Wealth Management investment in Energy Select Sector SPDR
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All positions including Energy Select Sector SPDR held by Appleton Group Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Energy Select Sector SPDR by Appleton Group Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $245k | 2.7k | 90.39 |
2022-03-31 | $331k | 4.3k | 76.53 |
2021-09-30 | $284k | 5.5k | 52.08 |
2021-06-30 | $275k | 5.1k | 53.90 |
2021-03-31 | $370k | 7.6k | 49.01 |
2020-12-31 | $286k | 7.6k | 37.88 |
2020-06-30 | $319k | 8.4k | 37.89 |
2019-12-31 | $399k | 6.6k | 60.03 |
2019-03-31 | $498k | 7.5k | 66.18 |
2018-06-30 | $828k | 11k | 75.92 |
2017-12-31 | $958k | 13k | 72.27 |
2016-12-31 | $384k | 5.1k | 75.24 |
2016-09-30 | $318k | 4.5k | 70.70 |
2016-06-30 | $258k | 3.8k | 68.20 |
2014-06-30 | $238k | 2.4k | 100.21 |
2014-03-31 | $209k | 2.3k | 89.13 |
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