Energy Select Sector SPDR shares owned by Wealthsource Partners
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Wealthsource Partners
from 13F filings
Historical chart of Wealthsource Partners investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Wealthsource Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.2M | 26k | 83.84 |
| 2023-09-30 | $2.8M | 32k | 90.39 |
| 2023-06-30 | $2.7M | 34k | 81.17 |
| 2023-03-31 | $2.8M | 34k | 82.83 |
| 2022-12-31 | $4.2M | 48k | 87.47 |
| 2022-09-30 | $3.5M | 49k | 72.01 |
| 2022-06-30 | $2.9M | 41k | 71.52 |
| 2022-03-31 | $3.4M | 45k | 76.44 |
| 2021-12-31 | $3.1M | 57k | 55.50 |
| 2021-09-30 | $3.1M | 60k | 52.09 |
| 2021-06-30 | $2.5M | 46k | 53.88 |
| 2021-03-31 | $2.3M | 48k | 49.05 |
| 2020-12-31 | $2.0M | 54k | 37.90 |
| 2020-09-30 | $1.7M | 57k | 29.95 |
| 2020-06-30 | $2.3M | 60k | 37.85 |
| 2020-03-31 | $641k | 22k | 29.05 |
| 2019-12-31 | $296k | 4.9k | 60.13 |
| 2019-09-30 | $305k | 5.2k | 59.11 |
| 2019-06-30 | $413k | 6.5k | 63.75 |
| 2019-03-31 | $7.0M | 105k | 66.12 |
| 2018-12-31 | $271k | 4.7k | 57.26 |
| 2018-09-30 | $219k | 2.9k | 75.57 |
| 2018-06-30 | $2.0M | 27k | 75.96 |
| 2018-03-31 | $281k | 4.0k | 69.85 |
| 2017-12-31 | $3.4M | 47k | 72.25 |
| 2017-09-30 | $283k | 4.1k | 68.41 |
| 2017-06-30 | $289k | 4.5k | 64.94 |
| 2017-03-31 | $281k | 4.0k | 69.85 |
| 2016-12-31 | $458k | 6.1k | 75.28 |
| 2016-09-30 | $324k | 4.6k | 70.51 |
| 2016-06-30 | $234k | 3.4k | 68.12 |
| 2016-03-31 | $257k | 4.2k | 61.79 |