Strategies Wealth Advisors »

Energy Select Sector SPDR shares owned by Strategies Wealth Advisors

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

Historical chart of Strategies Wealth Advisors investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Energy Select Sector SPDR held by Strategies Wealth Advisors 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 Strategies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.0M 32k 94.41
2023-12-31 $4.3M 51k 83.84
2023-09-30 $4.4M 49k 90.39
2023-06-30 $4.4M 55k 81.17
2023-03-31 $4.4M 53k 82.83
2022-12-31 $4.2M 48k 87.47
2022-06-30 $2.2M 30k 71.51

More positions owned by Strategies Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Eafe Etf (EFA)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)

View all positions for Strategies Wealth Advisors

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