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Energy Select Sector SPDR shares owned by Cascade Financial Partners

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

Historical chart of Cascade Financial Partners investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Energy Select Sector SPDR held by Cascade Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Select Sector SPDR by Cascade Financial Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $208k 2.3k 90.28

More positions owned by Cascade Financial Partners

Eli Lilly & Co. (LLY)
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Pepsi (PEP)
PerkinElmer (RVTY)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Core Msci Emkt (IEMG)
Amazon (AMZN)
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Vanguard World Mega Grwth Ind (MGK)
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Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Cascade Financial Partners

Top funds holding Energy Select Sector SPDR

Bank of America Corporation
Elliott Investment Management
Susquehanna International
Wells Fargo & Company
Jane Street
Barclays
Citadel Advisors
Jpmorgan Chase & Co
LPL Financial
Royal Bank of Canada
Hamilton Capital Management
Bnp Paribas Arbitrage, Snc
Envestnet Asset Management
CIBC World Markets
Harel Insurance Investments & Financial Services

View all funds holding Energy Select Sector SPDR