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Energy Select Sector SPDR shares owned by Steele Capital Management

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

Historical chart of Steele Capital 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 Steele Capital 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 Steele Capital Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $9.0M 105k 85.66
2024-09-30 $8.6M 98k 87.80
2024-06-30 $8.9M 98k 91.15
2024-03-31 $9.3M 98k 94.41
2023-12-31 $7.9M 94k 83.84

More positions owned by Steele Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Fundamental Us S (FNDA)
Ishares Tr Morningstar Valu (ILCV)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Steele Capital Management

Top funds holding Energy Select Sector SPDR

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

View all funds holding Energy Select Sector SPDR