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Energy Select Sector SPDR shares owned by Peterson Wealth Management

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

Historical chart of Peterson 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 Peterson 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 Peterson Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $333k 4.0k 83.84
2023-09-30 $290k 3.2k 90.39
2023-03-31 $202k 2.4k 82.83
2022-12-31 $218k 2.5k 87.47
2022-09-30 $263k 3.7k 71.90

More positions owned by Peterson Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Ser Tr S&p Divid Etf (SDY)
Pepsi (PEP)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Costco Wholesale Corporation (COST)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Vaneck Etf Trust Semiconductr Etf (SMH)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Apple (AAPL)

View all positions for Peterson Wealth Management

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