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Energy Select Sector SPDR shares owned by Cassaday & Co Wealth Management

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

Historical chart of Cassaday & Co 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 Cassaday & Co 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 Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $250k 3.0k 83.84
2023-09-30 $269k 3.0k 90.39
2023-06-30 $241k 3.0k 81.17
2023-03-31 $262k 3.2k 82.83
2022-12-31 $349k 4.0k 87.47

More positions owned by Cassaday & Co Wealth Management

Vanguard World Mega Grwth Ind (MGK)
World Gold Tr Spdr Gld Minis
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Rus 2000 Grw Etf (IWO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Rus 1000 Val Etf (IWD)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Apple (AAPL)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Cassaday & Co Wealth Management

Top funds holding Energy Select Sector SPDR

Bank of America Corporation
Elliott Investment Management
Citadel Advisors
Millennium Management
Wells Fargo & Company
Nomura Holdings
Royal Bank of Canada
UBS Group
Parallax Volatility Advisers
Goldman Sachs Group
Barclays
Jpmorgan Chase & Co
Citigroup
Hamilton Capital Management
D. E. Shaw & Co

View all funds holding Energy Select Sector SPDR