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Energy Select Sector SPDR shares owned by Apex Wealth Management

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

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

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $298k 3.3k 89.34
2025-06-30 $281k 3.3k 84.82
2025-03-31 $317k 3.4k 93.46

More positions owned by Apex Wealth Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Short Treas Bd (SHV)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Total Stk Mkt (VTI)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Tesla Motors (TSLA)
Ishares Tr Morningstar Valu (ILCV)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Amazon (AMZN)
Fidelity Covington Trust Intl Multifactor (FDEV)
Ishares Tr Shrt Nat Mun Etf (SUB)

View all positions for Apex Wealth Management

Top funds holding Energy Select Sector SPDR

Susquehanna International
Jane Street
Millennium Management
Morgan Stanley
Royal Bank of Canada
UBS Group
Wells Fargo & Company
Goldman Sachs Group
Barclays
Tudor Investment Corporation
Jpmorgan Chase & Co
Elliott Investment Management
Citadel Advisors
LPL Financial
Peak6

View all funds holding Energy Select Sector SPDR