Energy Select Sector SPDR shares owned by MBL Wealth
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by MBL Wealth
from 13F filings
Historical chart of MBL Wealth investment in Energy Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by MBL Wealth 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 MBL Wealth
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.0M | 11k | 94.41 |
2023-12-31 | $932k | 11k | 83.84 |
2023-09-30 | $953k | 11k | 90.39 |
2023-06-30 | $867k | 11k | 81.17 |
2023-03-31 | $2.3M | 28k | 82.83 |
2022-12-31 | $2.4M | 28k | 87.49 |
2022-09-30 | $2.0M | 27k | 72.01 |
2022-06-30 | $1.3M | 19k | 71.49 |
2022-03-31 | $796k | 10k | 76.41 |
2021-03-31 | $446k | 9.1k | 49.01 |