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Energy Select Sector SPDR shares owned by Surevest

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

Historical chart of Surevest investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Energy Select Sector SPDR by Surevest

Quarter filed Position value Share count Share price at filing
2022-09-30 $29k 405 71.60
2022-06-30 $29k 405 71.60
2022-03-31 $31k 405 76.54
2021-12-31 $22k 405 54.32