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Energy Select Sector SPDR shares owned by KFA Private Wealth Group

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

Historical chart of KFA Private Wealth Group investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Energy Select Sector SPDR by KFA Private Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $201k 2.3k 87.79
2024-06-30 $207k 2.3k 91.13
2024-03-31 $270k 2.9k 94.41
2023-12-31 $209k 2.5k 83.83

More positions owned by KFA Private Wealth Group

Ishares Tr Core S&p500 Etf (IVV)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Value Etf (VTV)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr Core S&p Scp Etf (IJR)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Spdr Ser Tr Bloomberg High Y (JNK)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Apple (AAPL)

View all positions for KFA Private Wealth Group

Top funds holding Energy Select Sector SPDR

Bank of America Corporation
Elliott Investment Management
Susquehanna International
Morgan Stanley
Wells Fargo & Company
Jane Street
Goldman Sachs Group
Barclays
Citadel Advisors
Jpmorgan Chase & Co
LPL Financial
Royal Bank of Canada
Squarepoint Ops
Parallax Volatility Advisers
Hamilton Capital Management

View all funds holding Energy Select Sector SPDR