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Energy Select Sector SPDR shares owned by Merkkuri Wealth Advisors

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

Historical chart of Merkkuri Wealth 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 Merkkuri Wealth 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 Merkkuri Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 19k 87.80
2024-06-30 $1.6M 17k 91.15

More positions owned by Merkkuri Wealth Advisors

Schwab Us Dividend Equity Etf Equities (SCHD)
Spdr Portfolio S&p 500 Etf Equities (SPLG)
Spdr S&p500 Etf Trust Trust Unit Depositary Receipt Equities (SPY)
Ishares Trust Core Msci Eafe Etf Equities (IEFA)
Invesco Qqq Tr Unit Ser 1 Equities (QQQ)
Fidelity Total Bond Etf Equities (FBND)
Ishares Core S&p Us Growth Etf Equities (IUSG)
Ishares Core S&p 500 Etf Equities (IVV)
Invesco Exchange Traded Fd Tr S&p500 Eql Wgt Equities (RSP)
J P Morgan Exchange Traded Fd Equity Premium Equities (JEPI)
Nvidia Corporation Equities (NVDA)
Ishares Core Us Aggregate Bond Etf Equities (AGG)
Ishares Core S&p Mid-cap Etf Equities (IJH)
Ishares Tr Core Total Usd Equities (IUSB)
Ishares Core Msci Emerging Markets Etf Equities (IEMG)

View all positions for Merkkuri Wealth Advisors

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