Keystone Wealth Services »

Energy Select Sector SPDR shares owned by Keystone Wealth Services

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

Historical chart of Keystone Wealth Services investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Energy Select Sector SPDR by Keystone Wealth Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $222k 5.0k 44.71
2025-03-31 $268k 2.9k 93.46
2024-12-31 $628k 7.3k 85.66
2024-09-30 $521k 5.9k 87.80

More positions owned by Keystone Wealth Services

First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (RSSE)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Spdr Series Trust State Street Spd (XNTK)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Costco Wholesale Corporation (COST)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
First Tr Exchange-traded A Com Shs (FAD)

View all positions for Keystone Wealth Services

Top funds holding Energy Select Sector SPDR

Susquehanna International
Jane Street
Barclays
Goldman Sachs Group
Wells Fargo & Company
UBS Group
Millennium Management
Elliott Investment Management
Royal Bank of Canada
LPL Financial
Peak6
Tudor Investment Corporation
Jpmorgan Chase & Co
Menora Mivtachim Holdings
Citadel Advisors

View all funds holding Energy Select Sector SPDR