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Energy Select Sector SPDR shares owned by Strategic Financial Partners

Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Strategic Financial Partners from 13F filings

Historical chart of Strategic Financial Partners investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Energy Select Sector SPDR held by Strategic Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Select Sector SPDR by Strategic Financial Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.9M 32k 91.15
2023-09-30 $2.6M 29k 90.39
2023-06-30 $2.3M 29k 81.17
2023-03-31 $1.9M 23k 82.83
2022-12-31 $1.8M 21k 87.48

More positions owned by Strategic Financial Partners

Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Rus Mid Cap Etf (IWR)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Bd Index Fds Long Term Bond (BLV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Index Fds Value Etf (VTV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Select Sector Spdr Tr Financial (XLF)
Select Sector Spdr Tr Communication (XLC)
Select Sector Spdr Tr Indl (XLI)

View all positions for Strategic Financial Partners

Top funds holding Energy Select Sector SPDR

Bank of America Corporation
Susquehanna International
Morgan Stanley
Wells Fargo & Company
Elliott Investment Management
Millennium Management
Goldman Sachs Group
Citadel Advisors
Royal Bank of Canada
LPL Financial
Jpmorgan Chase & Co
Barclays
Squarepoint Ops
Parallax Volatility Advisers
Rokos Capital Management

View all funds holding Energy Select Sector SPDR