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Energy Select Sector SPDR shares owned by Legacy Capital Wealth Partners

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

Historical chart of Legacy Capital Wealth Partners investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Energy Select Sector SPDR by Legacy Capital Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-09-30 $635k 7.0k 90.39
2023-06-30 $1.9M 24k 81.17
2023-03-31 $5.3M 64k 82.83
2022-12-31 $6.2M 71k 87.47
2022-09-30 $5.3M 73k 72.02
2022-06-30 $5.3M 74k 71.52
2022-03-31 $5.9M 77k 76.44

More positions owned by Legacy Capital Wealth Partners

J.B. Hunt Transport Services (JBHT)
Wal-Mart Stores (WMT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Msci Gbl Min Vol (ACWV)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Invesco Exchange Traded Fd T Buyback Achiev (PKW)
Vanguard Index Fds Mid Cap Etf (VO)
First Tr Value Line Divid In SHS (FVD)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
EOG Resources (EOG)
First Tr Exchange-traded Cap Strength Etf (FTCS)

View all positions for Legacy Capital Wealth Partners

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