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Energy Select Sector SPDR shares owned by Atlas Legacy Advisors

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

Historical chart of Atlas Legacy 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 Atlas Legacy 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 Atlas Legacy Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $677k 7.6k 89.34
2025-06-30 $644k 7.6k 84.81
2025-03-31 $448k 4.8k 93.45
2024-12-31 $411k 4.8k 85.66

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Microsoft Corporation (MSFT)
Vanguard World Inf Tech Etf (VGT)
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Ishares Tr Core Msci Eafe (IEFA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard World Health Car Etf (VHT)
NVIDIA Corporation (NVDA)

View all positions for Atlas Legacy Advisors

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