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Energy Select Sector SPDR shares owned by Custom Portfolio Group

Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Custom Portfolio Group from 13F filings

Historical chart of Custom Portfolio Group investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Energy Select Sector SPDR held by Custom Portfolio Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Select Sector SPDR by Custom Portfolio Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $86k 940 91.15
2024-03-31 $89k 940 94.41
2023-12-31 $79k 940 83.84

More positions owned by Custom Portfolio Group

iShares 0-3 Month Treasury Bond ETF Etf (SGOV)
Vanguard S&P 500 Index Fund ETF Etf
Schwab US Broad Market ETF Etf (SCHB)
iShares Gold Trust ETF Etf (IAU)
Vanguard Short-Term Treasury Index Fund ETF Etf (VGSH)
SPDR Gold Shares ETF Etf (GLD)
Vanguard Energy Index Fund ETF Etf (VDE)
Vanguard Inter-Term Treasury Bond Index ETF Etf (VGIT)
iShares Silver Trust ETF Etf (SLV)
iShares Emerging Markets Dividend ETF Etf (DVYE)
iShares Asia/Pacific Dividend ETF Etf (DVYA)
iShares Intl Select Dividend ETF Etf (IDV)
Vanguard US Multifactor Fund ETF Etf (VFMF)
Microsoft Corp Common Stock (MSFT)
ConocoPhillips Common Stock (COP)

View all positions for Custom Portfolio Group

Top funds holding Energy Select Sector SPDR

Bank of America Corporation
Susquehanna International
Morgan Stanley
Wells Fargo & Company
Elliott Investment Management
Millennium Management
Goldman Sachs Group
UBS Group
Citadel Advisors
Royal Bank of Canada
LPL Financial
Jpmorgan Chase & Co
Barclays
Squarepoint Ops
Ameriprise Financial

View all funds holding Energy Select Sector SPDR