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Energy Select Sector SPDR shares owned by Patriot Financial Group Insurance Agency

Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Patriot Financial Group Insurance Agency from 13F filings

Historical chart of Patriot Financial Group Insurance Agency investment in Energy Select Sector SPDR

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All positions including Energy Select Sector SPDR held by Patriot Financial Group Insurance Agency consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Select Sector SPDR by Patriot Financial Group Insurance Agency

Quarter filed Position value Share count Share price at filing
2024-09-30 $714k 8.1k 87.80
2024-06-30 $1.0M 11k 91.15
2024-03-31 $1.1M 11k 94.41
2023-12-31 $977k 12k 83.84
2023-09-30 $1.3M 14k 90.39
2023-06-30 $864k 11k 81.17
2023-03-31 $1.1M 13k 82.83
2022-12-31 $1.0M 12k 87.47
2022-09-30 $733k 10k 72.00
2022-06-30 $1.1M 15k 71.52
2022-03-31 $1.4M 18k 76.46
2021-12-31 $1.2M 22k 55.48
2021-09-30 $1.4M 26k 52.08
2021-06-30 $1.5M 28k 53.86
2021-03-31 $960k 20k 49.04
2020-12-31 $249k 6.6k 37.94
2020-09-30 $11k 356 30.90
2020-06-30 $2.0k 55 36.36
2020-03-31 $5.0k 165 30.30
2019-12-31 $14k 235 59.57
2019-09-30 $43k 734 58.58
2019-06-30 $153k 2.4k 62.94
2019-03-31 $155k 2.3k 65.99
2018-12-31 $141k 2.5k 57.55
2018-09-30 $202k 2.7k 75.68
2018-06-30 $200k 2.6k 75.93
2018-03-31 $223k 3.4k 65.92
2017-12-31 $208k 2.8k 75.50
2017-09-30 $182k 2.7k 68.27
2017-06-30 $163k 2.5k 64.15
2017-03-31 $170k 2.4k 70.22
2016-12-31 $176k 2.4k 74.39

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View all positions for Patriot Financial Group Insurance Agency

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