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Energy Select Sector SPDR shares owned by New England Private Wealth Advisors

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

Historical chart of New England Private 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 New England Private Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Select Sector SPDR by New England Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $277k 2.9k 94.84
2023-12-31 $421k 5.0k 83.84
2023-09-30 $417k 4.6k 90.39
2023-06-30 $366k 4.5k 81.18
2023-03-31 $349k 4.2k 82.83
2022-12-31 $422k 4.8k 87.48
2022-09-30 $359k 5.0k 71.81
2022-06-30 $208k 2.7k 76.39
2022-03-31 $208k 2.7k 76.39
2019-03-31 $289k 4.4k 66.12
2018-12-31 $249k 4.4k 57.23
2018-09-30 $1.9M 25k 75.82
2018-06-30 $1.9M 25k 75.96
2018-03-31 $1.7M 26k 67.42
2017-12-31 $1.9M 26k 72.42
2017-09-30 $1.7M 26k 68.52
2017-06-30 $2.2M 37k 60.01
2017-03-31 $2.9M 44k 65.16
2016-12-31 $3.0M 39k 75.31
2016-09-30 $2.8M 39k 70.59
2016-06-30 $2.7M 39k 68.19
2016-03-31 $2.2M 35k 61.87
2015-12-31 $2.0M 34k 60.31
2015-09-30 $2.0M 32k 61.16
2015-06-30 $367k 4.9k 75.24
2015-03-31 $846k 11k 77.57
2014-12-31 $852k 11k 79.37
2014-09-30 $1.2M 13k 87.67
2014-06-30 $1.3M 13k 100.03
2014-03-31 $1.2M 13k 89.02
2013-12-31 $946k 11k 88.52
2013-09-30 $857k 10k 82.89
2013-06-30 $804k 10k 78.30
2013-03-31 $804k 10k 78.30
2012-12-31 $532k 7.5k 71.40

More positions owned by New England Private Wealth Advisors

Vanguard Specialized Funds Div App Etf (VIG)
First Tr Value Line Divid In SHS (FVD)
Vanguard Index Fds Total Stk Mkt (VTI)
Broadstone Net Lease (BNL)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Ishares Tr Exponential Tech (XT)
Vanguard Index Fds Extend Mkt Etf (VXF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard World Health Car Etf (VHT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
First Tr Exchange-traded Nasd Tech Div (TDIV)

View all positions for New England Private 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