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Energy Select Sector SPDR shares owned by Elevate Wealth Advisory

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

Historical chart of Elevate Wealth Advisory investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Energy Select Sector SPDR by Elevate Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $226k 2.5k 89.34
2025-06-30 $214k 2.5k 84.81
2025-03-31 $241k 2.6k 93.47

More positions owned by Elevate Wealth Advisory

Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Core Msci Emkt (IEMG)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Core Msci Intl (IDEV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Eafe Value Etf (EFV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Elevate Wealth Advisory

Top funds holding Energy Select Sector SPDR

Susquehanna International
Jane Street
Millennium Management
Morgan Stanley
Royal Bank of Canada
UBS Group
Wells Fargo & Company
Goldman Sachs Group
Barclays
Tudor Investment Corporation
Jpmorgan Chase & Co
Elliott Investment Management
Citadel Advisors
LPL Financial
Peak6

View all funds holding Energy Select Sector SPDR