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Energy Select Sector SPDR shares owned by Confluence Wealth Services

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

Historical chart of Confluence Wealth Services investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Energy Select Sector SPDR held by Confluence Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Select Sector SPDR by Confluence Wealth Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $435k 8.2k 53.11
2024-06-30 $363k 4.0k 91.16
2024-03-31 $202k 2.1k 94.41
2021-12-31 $83k 1.5k 55.37

More positions owned by Confluence Wealth Services

Capital Group Dividend Value Etf Etf (CGDV)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Russell 1000 Growth Etf Etf (IWF)
Jpmorgan Equity Premium Income Etf Etf (JEPI)
Vanguard International High Dividend Yield Etf Etf (VYMI)
Capital Group Dividend Growers Etf Etf (CGDG)
Dimensional International Value Etf Etf (DFIV)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Ishares Core Dividend Growth Etf Etf (DGRO)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Capital Group International Focus Equity Etf Etf (CGXU)
Ishares Msci Eafe Etf Etf (EFA)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Apple Stock (AAPL)

View all positions for Confluence Wealth Services

Top funds holding Energy Select Sector SPDR

Bank of America Corporation
Susquehanna International
Jane Street
Millennium Management
Morgan Stanley
Barclays
Citigroup
Citadel Advisors
Wells Fargo & Company
UBS Group
Goldman Sachs Group
Jpmorgan Chase & Co
Royal Bank of Canada
LPL Financial
Tudor Investment Corporation

View all funds holding Energy Select Sector SPDR