Energy Select Sector SPDR shares owned by Sigma Planning
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Sigma Planning
from 13F filings
Historical chart of Sigma Planning investment in Energy Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by Sigma Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Energy Select Sector SPDR by Sigma Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $8.1M | 86k | 94.41 |
| 2023-12-31 | $5.2M | 62k | 83.84 |
| 2023-09-30 | $14M | 155k | 90.39 |
| 2023-06-30 | $12M | 147k | 81.17 |
| 2023-03-31 | $14M | 170k | 82.83 |
| 2022-12-31 | $17M | 197k | 87.47 |
| 2022-09-30 | $12M | 170k | 72.02 |
| 2022-06-30 | $16M | 217k | 71.51 |
| 2022-03-31 | $16M | 204k | 76.44 |
| 2021-12-31 | $8.3M | 149k | 55.50 |
| 2021-09-30 | $6.2M | 119k | 52.09 |
| 2021-06-30 | $14M | 253k | 53.87 |
| 2021-03-31 | $12M | 240k | 49.06 |
| 2020-12-31 | $4.8M | 128k | 37.90 |
| 2020-09-30 | $3.0M | 99k | 29.95 |
| 2020-06-30 | $5.5M | 145k | 37.85 |
| 2020-03-31 | $1.5M | 53k | 29.05 |
| 2019-12-31 | $2.6M | 43k | 60.05 |
| 2019-09-30 | $2.0M | 34k | 59.19 |
| 2019-06-30 | $2.8M | 43k | 63.71 |
| 2019-03-31 | $3.1M | 47k | 66.11 |
| 2018-12-31 | $2.1M | 37k | 57.36 |
| 2018-09-30 | $3.3M | 43k | 75.74 |
| 2018-06-30 | $3.3M | 44k | 75.93 |
| 2018-03-31 | $2.8M | 41k | 67.41 |
| 2017-12-31 | $2.8M | 39k | 72.25 |
| 2017-09-30 | $2.5M | 36k | 68.48 |
| 2017-06-30 | $2.8M | 43k | 64.93 |
| 2017-03-31 | $2.8M | 40k | 69.91 |
| 2016-12-31 | $2.0M | 26k | 75.33 |
| 2016-09-30 | $1.9M | 27k | 70.62 |
| 2016-06-30 | $1.9M | 28k | 68.24 |
| 2016-03-31 | $1.4M | 23k | 61.90 |
| 2015-12-31 | $2.3M | 39k | 60.32 |
| 2015-09-30 | $974k | 16k | 61.22 |
| 2015-06-30 | $1.1M | 14k | 75.18 |
| 2015-03-31 | $1.7M | 22k | 77.56 |
| 2014-12-31 | $1.0M | 13k | 79.16 |