Energy Select Sector SPDR shares owned by Sequoia Financial Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Sequoia Financial Advisors
from 13F filings
Historical chart of Sequoia Financial Advisors investment in Energy Select Sector SPDR
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $3.8M | 40k | 94.41 |
2023-12-31 | $3.3M | 39k | 83.84 |
2023-09-30 | $3.4M | 38k | 90.39 |
2023-06-30 | $3.2M | 39k | 81.17 |
2023-03-31 | $4.8M | 58k | 82.83 |
2022-12-31 | $5.1M | 59k | 87.47 |
2022-09-30 | $4.0M | 55k | 72.02 |
2022-06-30 | $4.3M | 61k | 71.50 |
2022-03-31 | $5.0M | 65k | 76.44 |
2021-12-31 | $2.7M | 48k | 55.50 |
2021-09-30 | $802k | 15k | 52.12 |
2021-06-30 | $2.4M | 44k | 53.88 |
2021-03-31 | $1.7M | 36k | 49.06 |
2020-12-31 | $1.4M | 36k | 37.90 |
2020-09-30 | $891k | 30k | 29.95 |
2020-06-30 | $0 | 0 | 0.00 |
2020-03-31 | $388k | 13k | 29.10 |
2018-06-30 | $290k | 3.8k | 75.96 |
2015-12-31 | $260k | 3.3k | 79.24 |
2015-09-30 | $257k | 4.2k | 61.12 |
2015-06-30 | $316k | 4.2k | 75.27 |
2015-03-31 | $324k | 4.2k | 77.46 |
2014-12-31 | $260k | 3.3k | 79.24 |
2014-09-30 | $303k | 3.3k | 90.72 |
2014-06-30 | $334k | 3.3k | 100.00 |
2014-03-31 | $369k | 4.1k | 89.00 |
2013-12-31 | $358k | 4.0k | 88.48 |
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