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Energy Select Sector SPDR shares owned by Kellett Schaffner Wealth Advisors

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

Historical chart of Kellett Schaffner 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 Kellett Schaffner 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 Kellett Schaffner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.2M 24k 94.41
2023-12-31 $1.3M 16k 83.84
2023-09-30 $316k 3.5k 90.39
2022-03-31 $7.6M 99k 76.44
2021-12-31 $5.8M 105k 55.50

More positions owned by Kellett Schaffner Wealth Advisors

Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Select Sector Spdr Tr Technology (XLK)
Procter & Gamble Company (PG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr Financial (XLF)
Ishares Tr Us Consum Discre (IYC)
Vanguard World Industrial Etf (VIS)
Vanguard World Comm Srvc Etf (VOX)
Vanguard World Consum Stp Etf (VDC)
Microsoft Corporation (MSFT)
Apple (AAPL)
Select Sector Spdr Tr Energy (XLE)

View all positions for Kellett Schaffner Wealth Advisors

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