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Energy Select Sector SPDR shares owned by Partnership Wealth Management

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

Historical chart of Partnership 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 Partnership 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 Partnership Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 16k 89.34
2025-06-30 $1.3M 16k 84.81
2025-03-31 $1.5M 16k 93.45
2024-12-31 $1.3M 15k 85.66

More positions owned by Partnership Wealth Management

Eli Lilly & Co Stock (LLY)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares Russell 1000 Growth Etf Etf (IWF)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Microsoft Corp Stock (MSFT)
Ishares Msci Eafe Small-cap Etf Etf (SCZ)
Spdr Portfolio Emerging Markets Etf Etf (SPEM)
Norfolk Southn Corp Stock (NSC)
Trane Technologies Stock (TT)
Abbott Labs Stock (ABT)
Johnson & Johnson Stock (JNJ)
Bristol-myers Squibb Stock (BMY)

View all positions for Partnership 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