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Energy Select Sector SPDR shares owned by Kiely Wealth Advisory Group

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

Historical chart of Kiely Wealth Advisory 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 Kiely Wealth Advisory 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 Kiely Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $26k 278 94.02
2024-06-30 $25k 278 89.14
2024-03-31 $27k 278 96.41
2023-12-31 $23k 278 83.83

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Vanguard S&p 500 Etf Etf (VOO)
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Amazon.com Equity (AMZN)
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Vanguard Mid Cap Value Etf Etf (VOE)
Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord Equity (TSM)

View all positions for Kiely Wealth Advisory 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