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Energy Select Sector SPDR shares owned by Asset Allocation Strategies

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

Historical chart of Asset Allocation Strategies investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Energy Select Sector SPDR held by Asset Allocation Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Select Sector SPDR by Asset Allocation Strategies

Quarter filed Position value Share count Share price at filing
2024-06-30 $5.5M 61k 91.15
2024-03-31 $6.0M 63k 94.41
2023-09-30 $255k 2.8k 90.39
2023-06-30 $256k 3.2k 81.17
2022-12-31 $218k 2.5k 87.50

More positions owned by Asset Allocation Strategies

Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Global 100 Etf (IOO)
Powershares Actively Managed S&p500 Downsid (PHDG)
Ishares Tr Core S&p Scp Etf (IJR)
Select Sector Spdr Tr Financial (XLF)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Faln Angls Usd (FALN)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Asset Allocation Strategies

Top funds holding Energy Select Sector SPDR

Bank of America Corporation
Elliott Investment Management
Susquehanna International
Morgan Stanley
Wells Fargo & Company
Jane Street
Goldman Sachs Group
Barclays
Citadel Advisors
Jpmorgan Chase & Co
LPL Financial
Royal Bank of Canada
Squarepoint Ops
Parallax Volatility Advisers
Hamilton Capital Management

View all funds holding Energy Select Sector SPDR