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Energy Select Sector SPDR shares owned by Genesis Wealth Advisors

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

Historical chart of Genesis Wealth 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 Genesis Wealth 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 Genesis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-03-31 $3.5M 38k 93.45
2024-12-31 $3.1M 37k 85.66
2015-06-30 $12k 157 75.16
2015-03-31 $67k 857 77.56
2014-12-31 $60k 747 80.87

More positions owned by Genesis Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Wellington Us Quality (VFQY)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Msci Equal Weite (EUSA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Msci Intl Qualty (IQLT)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Mbs Etf (MBB)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Series Trust Bloomberg Emergi (EBND)
Johnson & Johnson (JNJ)
World Gold Tr Spdr Gld Minis (GLDM)

View all positions for Genesis Wealth Advisors

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