Energy Select Sector SPDR shares owned by Wealth Advisors of Iowa
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Wealth Advisors of Iowa
from 13F filings
Historical chart of Wealth Advisors of Iowa investment in Energy Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by Wealth Advisors of Iowa 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 Wealth Advisors of Iowa
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $10M | 108k | 94.41 |
2023-12-31 | $8.6M | 103k | 83.84 |
2023-09-30 | $9.2M | 101k | 90.39 |
2023-06-30 | $2.0M | 25k | 81.17 |
2023-03-31 | $2.0M | 24k | 82.83 |
2022-12-31 | $2.2M | 25k | 87.47 |
2022-09-30 | $1.8M | 25k | 72.02 |
2022-06-30 | $1.8M | 25k | 71.52 |
2022-03-31 | $4.0M | 52k | 76.43 |
2021-12-31 | $2.1M | 38k | 55.50 |
2021-09-30 | $2.7M | 53k | 52.09 |
2021-06-30 | $9.9M | 184k | 53.87 |
2021-03-31 | $8.7M | 177k | 49.06 |
2020-12-31 | $5.0M | 132k | 37.90 |