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Energy Select Sector SPDR shares owned by Merit Financial Group

Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Merit Financial Group from 13F filings

Historical chart of Merit Financial Group investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Energy Select Sector SPDR held by Merit Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Select Sector SPDR by Merit Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $11M 115k 92.57
2023-12-31 $5.4M 64k 83.84
2023-09-30 $5.4M 60k 90.39
2023-06-30 $2.9M 36k 81.17
2023-03-31 $7.3M 88k 82.83
2022-12-31 $7.0M 80k 87.47
2022-09-30 $1.5M 21k 72.00
2022-06-30 $1.1M 15k 71.48
2022-03-31 $375k 4.9k 76.37
2018-09-30 $386k 5.1k 75.73
2018-06-30 $343k 4.5k 75.87