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Energy Select Sector SPDR shares owned by StoneCrest Wealth Management

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

Historical chart of StoneCrest 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 StoneCrest 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 StoneCrest Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $372k 6.1k 61.26

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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Spdr Series Trust State Street Spd (SPYM)
Putnam Etf Trust Focused Lar Cap (PVAL)
Bny Mellon Etf Trust Ii Dynamic Value (BKDV)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vaneck Etf Trust Semiconductr Etf (SMH)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Global X Fds Defense Tech Etf (SHLD)
Eli Lilly & Co. (LLY)
Ab Active Etfs Disruptors Etf (FWD)
Vaneck Etf Trust Uranium And Nucl (NLR)

View all positions for StoneCrest Wealth Management

Top funds holding Energy Select Sector SPDR

Susquehanna International
Jane Street
Barclays
Goldman Sachs Group
Millennium Management
Wells Fargo & Company
UBS Group
Citadel Advisors
Tudor Investment Corporation
Elliott Investment Management
LPL Financial
Peak6
Menora Mivtachim Holdings
Balyasny Asset Management
Parallax Volatility Advisers

View all funds holding Energy Select Sector SPDR