Ehrlich Financial Group »

Energy Select Sector SPDR shares owned by Ehrlich Financial Group

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

Historical chart of Ehrlich Financial 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 Ehrlich Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Energy Select Sector SPDR by Ehrlich Financial Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $313k 3.7k 85.66
2024-09-30 $248k 2.8k 87.78
2024-06-30 $758k 8.3k 91.15
2024-03-31 $286k 3.0k 94.40

More positions owned by Ehrlich Financial Group

Ishares Tr S&p 500 Grwt Etf (IVW)
American Centy Etf Tr Us Eqt Etf (AVUS)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Specialized Funds Div App Etf (VIG)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr Core S&p500 Etf (IVV)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)

View all positions for Ehrlich Financial Group

Top funds holding Energy Select Sector SPDR

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

View all funds holding Energy Select Sector SPDR