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Energy Select Sector SPDR shares owned by Partners Wealth Management

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

Historical chart of Partners 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 Partners 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 Partners Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $865k 9.7k 89.34
2025-06-30 $971k 10k 94.00
2025-03-31 $965k 10k 93.45

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Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Microsoft Corporation (MSFT)
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Ishares Tr S&p 500 Val Etf (IVE)
Strategy Cl A New (MSTR)
Eli Lilly & Co. (LLY)
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NVIDIA Corporation (NVDA)
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Ishares Tr 0-3 Mnth Treasry (SGOV)

View all positions for Partners 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