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Energy Select Sector SPDR shares owned by Bennett Associates Wealth Management

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

Historical chart of Bennett Associates 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 Bennett Associates 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 Bennett Associates Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 19k 87.80

More positions owned by Bennett Associates Wealth Management

First Tr Exchange-traded Cap Strength Etf (FTCS)
Ishares Tr Core Msci Eafe (IEFA)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Msci Emrg Chn (EMXC)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Index Fds Mid Cap Etf (VO)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core Total Usd (IUSB)
First Tr Morningstar Divid L SHS (FDL)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)

View all positions for Bennett Associates Wealth Management

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