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Energy Select Sector SPDR shares owned by Sage Investment Advisers

Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Sage Investment Advisers from 13F filings

Historical chart of Sage Investment Advisers investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Energy Select Sector SPDR by Sage Investment Advisers

Quarter filed Position value Share count Share price at filing
2026-06-30 $482k 9.1k 53.11
2026-03-31 $882k 15k 58.97
2025-12-31 $708k 16k 44.71

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Visa Com Cl A (V)
Vanguard Bd Index Fds Short Trm Bond (BSV)
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JPMorgan Chase & Co. (JPM)
Chevron Corporation (CVX)
International Business Machines (IBM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
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Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Sage Investment Advisers

Top funds holding Energy Select Sector SPDR

Bank of America Corporation
Susquehanna International
Jane Street
Millennium Management
Morgan Stanley
Barclays
Citigroup
Citadel Advisors
Wells Fargo & Company
UBS Group
Goldman Sachs Group
Jpmorgan Chase & Co
Royal Bank of Canada
LPL Financial
Tudor Investment Corporation

View all funds holding Energy Select Sector SPDR