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Energy Select Sector SPDR shares owned by Strategic Financial Concepts

Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Strategic Financial Concepts from 13F filings

Historical chart of Strategic Financial Concepts investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Energy Select Sector SPDR held by Strategic Financial Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Select Sector SPDR by Strategic Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 20k 94.41
2023-12-31 $1.1M 14k 83.84
2023-09-30 $1.6M 17k 90.39
2023-06-30 $1.4M 17k 81.17
2023-03-31 $1.4M 17k 82.83

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View all positions for Strategic Financial Concepts

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