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Energy Select Sector SPDR shares owned by H&H Retirement Design & Management

Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by H&H Retirement Design & Management from 13F filings

Historical chart of H&H Retirement Design & Management investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Energy Select Sector SPDR held by H&H Retirement Design & Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Select Sector SPDR by H&H Retirement Design & Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.1M 43k 95.59
2023-12-31 $4.2M 49k 84.61
2023-09-30 $4.4M 50k 89.59
2023-06-30 $4.2M 50k 83.66
2023-03-31 $4.4M 51k 87.07

More positions owned by H&H Retirement Design & Management

Spdr Ser Tr Bbg Conv Sec Etf (CWB)
Vanguard World Extended Dur (EDV)
Ishares Tr Tips Bd Etf (TIP)
Vanguard Bd Index Fds Long Term Bond (BLV)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Wisdomtree Tr Us Largecap Divd (DLN)
Wisdomtree Tr Us Smallcap Divd (DES)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Select Sector Spdr Tr Indl (XLI)
Select Sector Spdr Tr Energy (XLE)
Select Sector Spdr Tr Sbi Materials (XLB)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Select Sector Spdr Tr Technology (XLK)

View all positions for H&H Retirement Design & Management

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
Goldman Sachs Group
Barclays
Jpmorgan Chase & Co
Citigroup
Hamilton Capital Management
D. E. Shaw & Co

View all funds holding Energy Select Sector SPDR