Energy Select Sector SPDR shares owned by Measured Wealth Private Client Group
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Measured Wealth Private Client Group
from 13F filings
Historical chart of Measured Wealth Private Client Group investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Measured Wealth Private Client Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.3M | 14k | 94.41 |
| 2023-12-31 | $805k | 9.6k | 83.84 |
| 2023-09-30 | $921k | 10k | 90.39 |
| 2023-06-30 | $484k | 6.0k | 81.17 |
| 2023-03-31 | $1.1M | 13k | 82.83 |
| 2022-12-31 | $935k | 11k | 87.47 |
| 2022-06-30 | $2.7M | 37k | 71.52 |
| 2022-03-31 | $646k | 8.4k | 76.49 |
| 2021-12-31 | $343k | 6.2k | 55.56 |
| 2021-09-30 | $575k | 11k | 52.13 |
| 2021-06-30 | $602k | 11k | 53.84 |
| 2021-03-31 | $552k | 11k | 49.03 |
| 2020-12-31 | $334k | 8.8k | 37.87 |
| 2020-09-30 | $239k | 8.0k | 30.01 |
| 2020-06-30 | $204k | 5.4k | 37.77 |
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