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Energy Select Sector SPDR shares owned by Holos Integrated Wealth

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

Historical chart of Holos Integrated 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 Holos Integrated 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 Holos Integrated Wealth

Quarter filed Position value Share count Share price at filing
2025-06-30 $25k 289 84.93

More positions owned by Holos Integrated Wealth

First Trust Laddered Buffer ETF Etf (BUFR)
Innovator Laddered Allocation Power Buffer Etf (BUFF)
First Trust TCW Unconstrained PLUS Bond Etf (UCON)
Legacy Ed Stock (LGCY)
Vanguard Mid Cap Etf (VO)
First Trust Tactical High Yield Etf (HYLS)
Fidelity Limited Term Bond Etf (FLTB)
Fidelity Total Bond Etf (FBND)
SPDR Russell 1000 Yield Focus Etf (ONEY)
Ishares Russell Top 200 Etf (IWL)
Xtrackers MSCI EAFE Hedged Equity Etf (DBEF)
Innovator NASDAQ 100 Managed Floor Etf (QFLR)
Fidelity Enhanced Small Cap Etf (FESM)
Innovator Defined Wealth Shield Etf (BALT)
Schwab US Dividend Equity Etf (SCHD)

View all positions for Holos Integrated Wealth

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