Strategic Wealth Partners, Ltd.'s ownership history for XLE

Strategic Wealth Partners, Ltd. currently holds 3.7K shares with a market value of $328.0K. It started holding XLE on 2024-06-30. At its peak, it held 4.7K shares on 2025-06-30. Its highest holding value was $415.2K on 2024-12-31. At its lowest, it held 3.7K shares on 2025-09-30, with a value of $328.0K on 2025-09-30. In the recent 180 days, Strategic Wealth Partners, Ltd. has decreased its shares by 957. In the recent year, Strategic Wealth Partners, Ltd. has decreased its shares by 729.