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Energy Select Sector SPDR shares owned by Graetz Wealth

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

Historical chart of Graetz Wealth investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Energy Select Sector SPDR by Graetz Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.7M 44k 61.26

More positions owned by Graetz Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Intermed Term (BIV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Series Trust State Street Spd (CWB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Series Trust State Street Spd (JNK)
Vanguard Specialized Funds Div App Etf (VIG)
Select Sector Spdr Tr State Street Ene (XLE)
Select Sector Spdr Tr State Street Fin (XLF)
Select Sector Spdr Tr State Street Tec (XLK)
Ishares Tr Pfd And Incm Sec (PFF)

View all positions for Graetz Wealth

Top funds holding Energy Select Sector SPDR

Susquehanna International
Jane Street
Barclays
Goldman Sachs Group
Millennium Management
Wells Fargo & Company
UBS Group
Citadel Advisors
Tudor Investment Corporation
Elliott Investment Management
LPL Financial
Peak6
Menora Mivtachim Holdings
Balyasny Asset Management
Parallax Volatility Advisers

View all funds holding Energy Select Sector SPDR