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Energy Select Sector SPDR shares owned by Peninsula Wealth

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

Historical chart of Peninsula Wealth investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Energy Select Sector SPDR held by Peninsula Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Select Sector SPDR by Peninsula Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $208k 2.3k 90.52
2024-03-31 $219k 2.3k 94.41
2023-09-30 $205k 2.3k 88.79

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Top funds holding Energy Select Sector SPDR

Bank of America Corporation
Susquehanna International
Morgan Stanley
Wells Fargo & Company
Elliott Investment Management
Millennium Management
Goldman Sachs Group
UBS Group
Citadel Advisors
Royal Bank of Canada
LPL Financial
Jpmorgan Chase & Co
Barclays
Squarepoint Ops
Ameriprise Financial

View all funds holding Energy Select Sector SPDR