Energy Select Sector SPDR shares owned by RPg Family Wealth Advisory
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by RPg Family Wealth Advisory
from 13F filings
Historical chart of RPg Family Wealth Advisory investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by RPg Family Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.5M | 16k | 94.41 |
| 2023-12-31 | $1.3M | 16k | 83.84 |
| 2023-09-30 | $1.4M | 15k | 90.39 |
| 2023-06-30 | $1.2M | 15k | 81.17 |
| 2023-03-31 | $1.4M | 17k | 82.83 |
| 2022-12-31 | $1.2M | 14k | 87.47 |
| 2022-09-30 | $1.6M | 20k | 80.51 |
| 2022-06-30 | $1.2M | 17k | 71.52 |
| 2022-03-31 | $866k | 11k | 76.44 |
| 2021-12-31 | $750k | 14k | 55.50 |
| 2021-09-30 | $719k | 14k | 52.09 |
| 2021-06-30 | $717k | 13k | 53.87 |
| 2020-12-31 | $489k | 13k | 37.90 |
| 2020-09-30 | $386k | 13k | 29.95 |
| 2020-06-30 | $468k | 12k | 37.85 |
| 2020-03-31 | $36k | 1.2k | 29.06 |
| 2019-12-31 | $60k | 998 | 60.04 |
| 2019-09-30 | $609k | 10k | 59.20 |
| 2019-06-30 | $1.3M | 20k | 63.71 |
| 2019-03-31 | $1.4M | 21k | 66.12 |
| 2018-03-31 | $14k | 205 | 67.41 |
| 2017-12-31 | $15k | 205 | 72.26 |
| 2017-09-30 | $14k | 205 | 68.48 |
| 2017-06-30 | $55k | 850 | 64.92 |
| 2017-03-31 | $72k | 1.0k | 69.90 |
| 2016-12-31 | $15k | 204 | 75.32 |
| 2016-09-30 | $20k | 285 | 70.61 |
| 2016-06-30 | $14k | 207 | 68.24 |
More positions owned by RPg Family Wealth Advisory
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