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Energy Select Sector SPDR shares owned by Capstone Financial Advisors

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

Historical chart of Capstone Financial 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 Capstone Financial 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 Capstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $246k 2.8k 87.81
2024-06-30 $206k 2.3k 91.16

More positions owned by Capstone Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Flexshares Tr Stoxx Globr Inf (NFRA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
McDonald's Corporation (MCD)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Flexshares Tr M Star Dev Mkt (TLTD)
Flexshares Tr Mornstar Usmkt (TILT)
Ishares Tr Global Reit Etf (REET)

View all positions for Capstone Financial Advisors

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