Energy Select Sector SPDR shares owned by Merriman Wealth Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Merriman Wealth Management
from 13F filings
Historical chart of Merriman Wealth Management investment in Energy Select Sector SPDR
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All positions including Energy Select Sector SPDR held by Merriman Wealth Management 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 Merriman Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $227k | 2.4k | 94.40 |
2023-09-30 | $275k | 3.0k | 90.39 |
2022-12-31 | $1.0M | 12k | 87.47 |
2021-12-31 | $2.4M | 44k | 53.88 |
2021-06-30 | $2.4M | 44k | 53.88 |
2021-03-31 | $2.2M | 44k | 49.05 |
2020-12-31 | $1.6M | 41k | 37.92 |
2018-12-31 | $476k | 8.0k | 59.82 |
2018-03-31 | $765k | 11k | 67.41 |
2017-12-31 | $2.4M | 34k | 72.26 |
2017-09-30 | $517k | 7.5k | 68.49 |
2017-06-30 | $498k | 7.7k | 64.91 |
2017-03-31 | $788k | 11k | 69.90 |
2016-06-30 | $1.6M | 23k | 68.25 |
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