Energy Select Sector SPDR shares owned by Cassady Schiller Wealth Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Cassady Schiller Wealth Management
from 13F filings
Historical chart of Cassady Schiller Wealth Management investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Cassady Schiller Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $323k | 3.4k | 94.41 |
| 2023-12-31 | $287k | 3.4k | 83.84 |
| 2023-09-30 | $310k | 3.4k | 90.39 |
| 2023-06-30 | $246k | 3.0k | 81.17 |
| 2023-03-31 | $251k | 3.0k | 82.83 |
| 2022-12-31 | $664k | 7.6k | 87.47 |
| 2022-09-30 | $544k | 7.6k | 71.97 |
| 2022-06-30 | $538k | 7.5k | 71.49 |
| 2022-03-31 | $224k | 2.9k | 76.45 |
| 2021-12-31 | $161k | 2.9k | 55.42 |
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