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Global Wealth Strategies & Associates »

Energy Select Sector SPDR shares owned by Global Wealth Strategies & Associates

Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Global Wealth Strategies & Associates from 13F filings

Historical chart of Global Wealth Strategies & Associates investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Energy Select Sector SPDR held by Global Wealth Strategies & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Select Sector SPDR by Global Wealth Strategies & Associates

Quarter filed	Position value	Share count	Share price at filing
2023-12-31	$3.3M	40k	83.84
2023-09-30	$3.5M	38k	90.39
2023-06-30	$3.4M	42k	81.17
2023-03-31	$3.2M	39k	82.83
2022-12-31	$3.2M	36k	87.47

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Vanguard Total Bond Market Etf Etf (BND)

Vanguard Dividend Appreciation Etf Etf (VIG)

Ishares Msci Usa Quality Factor Etf Etf (QUAL)

Vanguard Mortgage-backed Securities Etf Etf (VMBS)

Wisdomtree Floating Rate Treasury Fund Etf (USFR)

Ishares National Muni Bond Etf Etf (MUB)

Ishares U.s. Treasury Bond Etf Etf (GOVT)

Ishares Gold Trust Etf (IAU)

Vanguard Short-term Bond Etf Etf (BSV)

Energy Select Sector Spdr Fund Etf (XLE)

Sherwin Williams Stock (SHW)

Invesco Qqq Trust Series I Etf (QQQ)

View all positions for Global Wealth Strategies & Associates

Top funds holding Energy Select Sector SPDR

Bank of America Corporation

Elliott Investment Management

Citadel Advisors

Millennium Management

Wells Fargo & Company

Nomura Holdings

Royal Bank of Canada

UBS Group

Parallax Volatility Advisers

Hamilton Capital Management

D. E. Shaw & Co

View all funds holding Energy Select Sector SPDR

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