Biltmore Wealth Management »

Energy Select Sector SPDR shares owned by Biltmore Wealth Management

Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Biltmore Wealth Management from 13F filings

Historical chart of Biltmore 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 Biltmore Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Energy Select Sector SPDR by Biltmore Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.5M 90k 83.84
2023-12-31 $7.5M 90k 83.84
2023-09-30 $8.3M 92k 90.39
2023-06-30 $8.2M 101k 81.17
2023-03-31 $8.2M 100k 82.83
2022-12-31 $23M 115k 200.12
2022-09-30 $9.0M 125k 72.02
2022-06-30 $9.1M 128k 71.51
2022-03-31 $11M 138k 76.44
2021-12-31 $8.2M 148k 55.50
2021-09-30 $7.7M 142k 53.87
2021-06-30 $7.7M 142k 53.87
2021-03-31 $8.0M 163k 49.06
2020-12-31 $5.4M 144k 37.90
2020-09-30 $5.3M 139k 37.85
2020-06-30 $4.0M 138k 29.06
2020-03-31 $1.3M 22k 60.03
2019-12-31 $1.3M 22k 60.03
2019-09-30 $6.7M 113k 59.20
2019-06-30 $6.5M 103k 63.71
2019-03-31 $13M 190k 66.12
2018-12-31 $2.8M 49k 57.34
2018-09-30 $3.9M 52k 75.73
2018-06-30 $3.9M 51k 75.93
2018-03-31 $4.1M 61k 67.41
2017-12-31 $5.6M 77k 72.26
2017-09-30 $3.1M 45k 68.47
2017-06-30 $2.9M 44k 64.91
2017-03-31 $2.8M 41k 69.91
2016-12-31 $3.1M 41k 75.32
2016-09-30 $2.9M 40k 70.60
2016-06-30 $2.8M 41k 68.24
2015-06-30 $1.2M 16k 75.19
2015-03-31 $1.2M 16k 77.56

More positions owned by Biltmore Wealth Management

Select Sector Spdr Tr Indl (XLI)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Select Sector Spdr Tr Sbi Materials (XLB)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Select Sector Spdr Tr Communication (XLC)
Select Sector Spdr Tr Energy (XLE)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Cre U S Reit Etf (USRT)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)

View all positions for Biltmore Wealth Management

Top funds holding Energy Select Sector SPDR

Bank of America Corporation
Susquehanna International
Morgan Stanley
Elliott Investment Management
Goldman Sachs Group
Citadel Advisors
Wells Fargo & Company
Millennium Management
UBS Group
Royal Bank of Canada
Nomura Holdings
LPL Financial
Parallax Volatility Advisers
Jpmorgan Chase & Co
Barclays

View all funds holding Energy Select Sector SPDR