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Energy Select Sector SPDR shares owned by CWC Advisors

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

Historical chart of CWC 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 CWC 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 CWC Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.5M 28k 87.80

More positions owned by CWC Advisors

Apple (AAPL)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Broadcom (AVGO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Select Sector Spdr Tr Energy (XLE)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Blackstone Secd Lending Common Stock (BXSL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Affiliated Managers (AMG)
Goldman Sachs (GS)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Microsoft Corporation (MSFT)

View all positions for CWC Advisors

Top funds holding Energy Select Sector SPDR

Bank of America Corporation
Elliott Investment Management
Susquehanna International
Morgan Stanley
Wells Fargo & Company
Jane Street
Goldman Sachs Group
Barclays
Citadel Advisors
Jpmorgan Chase & Co
LPL Financial
Royal Bank of Canada
Squarepoint Ops
Parallax Volatility Advisers
Hamilton Capital Management

View all funds holding Energy Select Sector SPDR