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Energy Select Sector SPDR shares owned by Sound View Wealth Advisors

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

Historical chart of Sound View Wealth Advisors investment in Energy Select Sector SPDR

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

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Quarterly reported holdings in Energy Select Sector SPDR by Sound View Wealth Advisors

Quarter filed Position value Share count Share price at filing
2019-03-31 $203k 3.1k 66.02
2018-12-31 $227k 4.0k 57.32

More positions owned by Sound View Wealth Advisors

Johnson & Johnson (JNJ)
Procter & Gamble Company (PG)
Coca-Cola Company (KO)
Verizon Communications (VZ)
Apple (AAPL)
Intel Corporation (INTC)
Microsoft Corporation (MSFT)
McDonald's Corporation (MCD)
Home Depot (HD)
Pfizer (PFE)
Exxon Mobil Corporation (XOM)
iShares Dow Jones Select Dividend (DVY)
JPMorgan Chase & Co. (JPM)
Kimberly-Clark Corporation (KMB)
Southern Company (SO)

View all positions for Sound View Wealth Advisors

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