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Energy Select Sector SPDR shares owned by Continuum Wealth Advisors

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

Historical chart of Continuum Wealth 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 Continuum Wealth 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 Continuum Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $9.3M 152k 61.26
2025-03-31 $207k 2.2k 93.45
2022-12-31 $2.2M 25k 87.47

More positions owned by Continuum Wealth Advisors

Ea Series Trust Alpha Architect (CAOS)
American Centy Etf Tr Us Eqt Etf (AVUS)
World Gold Tr Spdr Gld Minis (GLDM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Tidal Trust Ii Return Stckd Us (RSST)
Spdr Series Trust State Stret Spdr (CERY)
Select Sector Spdr Tr State Street Ene (XLE)
Select Sector Spdr Tr State Street Com (XLC)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Microsoft Corporation (MSFT)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)

View all positions for Continuum Wealth Advisors

Top funds holding Energy Select Sector SPDR

Susquehanna International
Jane Street
Barclays
Citigroup
Goldman Sachs Group
Millennium Management
Wells Fargo & Company
UBS Group
Citadel Advisors
Tudor Investment Corporation
Elliott Investment Management
LPL Financial
Varma Mutual Pension Insurance
Peak6
Menora Mivtachim Holdings

View all funds holding Energy Select Sector SPDR