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Energy Select Sector SPDR shares owned by Legend Financial Advisors

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

Historical chart of Legend Financial 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 Legend Financial 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 Legend Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9M 21k 89.34
2025-06-30 $1.7M 20k 84.81

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Ishares Tr U.s. Insrnce Etf (IAK)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Altshares Trust Merger Arbitrage (ARB)
Apple (AAPL)

View all positions for Legend Financial Advisors

Top funds holding Energy Select Sector SPDR

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

View all funds holding Energy Select Sector SPDR