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Energy Select Sector SPDR shares owned by MBE Wealth Management

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

Historical chart of MBE Wealth Management investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Energy Select Sector SPDR by MBE Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $230k 2.6k 89.36
2025-06-30 $231k 2.7k 84.81
2020-03-31 $36k 1.3k 28.73

More positions owned by MBE Wealth Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Small Cp Etf (VB)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Core S&p500 Etf (IVV)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Schwab Strategic Tr Us Tips Etf (SCHP)
Etf Ser Solutions Aptus Defined (DRSK)
Etf Ser Solutions Aptus Int Enh Yl (IDUB)
Etf Ser Solutions Aptus Large Cap (DUBS)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Etf Ser Solutions Aptus Drawdown (ADME)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core Div Grwth (DGRO)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)

View all positions for MBE Wealth Management

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