Dakota Wealth Management
Position in XLE — State Street(R) Energy Select Sector SPDR(R) ETF
CIK 1631353
PALM BEACH GARDENS, FL
All Filings in XLE
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XLE | $16,212,275 | 264,647 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 XLE | $11,633,586 | 260,201 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 XLE | $5,427,092 | 121,493 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 XLE | $6,193,335 | 146,052 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 XLE | $7,052,391 | 150,934 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 XLE | $6,505,791 | 151,898 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 XLE | $6,711,607 | 152,884 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 XLE | $7,118,085 | 156,184 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 XLE | $7,496,484 | 158,807 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 XLE | $6,485,988 | 154,723 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 XLE | $7,055,346 | 156,109 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 XLE | $6,264,700 | 154,360 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 XLE | $747,664 | 18,053 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 XLE | $818,806 | 18,722 | Shares | Other | 2023-02-08 | |
| 2022-09-30 XLE | $632,947 | 17,577 | Shares | Sole | 2022-11-10 | |
| No filing history on record for this holder in this stock. | ||||||