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Energy Select Sector SPDR shares owned by Redwood Wealth Management Group

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

Historical chart of Redwood Wealth Management Group investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Energy Select Sector SPDR by Redwood Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $424k 4.8k 87.80
2024-06-30 $95k 1.0k 91.15
2023-12-31 $315k 3.8k 83.84
2023-09-30 $306k 3.4k 90.39
2023-06-30 $282k 3.5k 81.17
2023-03-31 $288k 3.5k 82.83
2022-12-31 $306k 3.5k 87.47

More positions owned by Redwood Wealth Management Group

Schwab Value Advantage Money Investor Shares MMN (SWVXX)
Schwab Government Money Inv MMN (SNVXX)
Hon Hai Precision Ordf Ufo (HNHAF)
Microsoft Corporation (MSFT)
International Business Machines (IBM)
Apple (AAPL)
Schwab Value Advantage Money Ultra Shares MMN (SNAXX)
Ishares S&p 500 Growth Etf Uie (IVW)
Ishares Core S&p 500 Etf Uie (IVV)
NVIDIA Corporation (NVDA)
Ishares Russell 2000 Etf Uie (IWM)
Energy Transfer MLP (ET)
Fidelity Advisor Growth Opps I MFC (FAGCX)
Broadcom (AVGO)
Spdr S&p Dividend Etf Uie (SDY)

View all positions for Redwood Wealth Management Group

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