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Energy Select Sector SPDR shares owned by Envestnet Portfolio Solutions

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

Historical chart of Envestnet Portfolio Solutions investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Energy Select Sector SPDR by Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-06-30 $10M 110k 91.15
2024-03-31 $6.2M 66k 94.41
2023-12-31 $6.3M 76k 83.84

More positions owned by Envestnet Portfolio Solutions

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Trust For Professional Man Activepassive Us (APUE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Total Usd (IUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Trust For Professional Man Activepassive Eq (APIE)
Trust For Professional Man Activepassive Cr (APCB)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Envestnet Portfolio Solutions

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