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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

Tip: Access up to 7 years of quarterly data

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

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Quarterly 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