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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
2024-09-30 $14M 157k 87.80
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)
Trust For Professional Man Activepassive Us (APUE)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Trust For Professional Man Activepassive Eq (APIE)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Trust For Professional Man Activepassive Cr (APCB)

View all positions for Envestnet Portfolio Solutions

Top funds holding Energy Select Sector SPDR

Bank of America Corporation
Elliott Investment Management
Susquehanna International
Morgan Stanley
Wells Fargo & Company
Goldman Sachs Group
Citadel Advisors
Jpmorgan Chase & Co
LPL Financial
Royal Bank of Canada
Barclays
Squarepoint Ops
Parallax Volatility Advisers
Rokos Capital Management
Bnp Paribas Arbitrage, Snc

View all funds holding Energy Select Sector SPDR