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Energy Select Sector SPDR shares owned by National Wealth Management Group

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

Historical chart of National Wealth Management 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 National Wealth Management 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 National Wealth Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $513k 6.1k 83.85
2023-09-30 $571k 6.3k 90.40
2023-06-30 $510k 5.8k 88.55
2023-03-31 $444k 5.7k 78.52
2022-12-31 $548k 6.3k 87.47
2022-09-30 $461k 6.4k 72.02
2022-06-30 $400k 5.6k 71.51

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View all positions for National Wealth Management Group

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