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Energy Select Sector SPDR shares owned by Evergreen Advisors

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

Historical chart of Evergreen 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 Evergreen 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 Evergreen Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $12k 202 61.34

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Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
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Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
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Ishares Tr Rus 1000 Val Etf (IWD)
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Ishares Tr Core Us Aggbd Et (AGG)
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View all positions for Evergreen Advisors

Top funds holding Energy Select Sector SPDR

Susquehanna International
Bank of America Corporation
Goldman Sachs Group
Jane Street
Morgan Stanley
Millennium Management
Barclays
Citigroup
Citadel Advisors
Royal Bank of Canada
Wells Fargo & Company
UBS Group
Tudor Investment Corporation
LPL Financial
Varma Mutual Pension Insurance

View all funds holding Energy Select Sector SPDR