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Energy Select Sector SPDR shares owned by Summit Financial Consulting

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

Historical chart of Summit Financial Consulting investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Energy Select Sector SPDR by Summit Financial Consulting

Quarter filed Position value Share count Share price at filing
2025-12-31 $282k 6.3k 44.71
2025-03-31 $354k 3.8k 93.45

More positions owned by Summit Financial Consulting

Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Us Telecom Etf (IYZ)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr U.s. Energy Etf (IYE)
Ishares Tr Us Hlthcare Etf (IYH)
Ishares Tr U.s. Utilits Etf (IDU)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Select Sector Spdr Tr State Street Tec (XLK)
Microsoft Corporation (MSFT)

View all positions for Summit Financial Consulting

Top funds holding Energy Select Sector SPDR

Susquehanna International
Jane Street
Barclays
Goldman Sachs Group
Wells Fargo & Company
UBS Group
Millennium Management
Elliott Investment Management
Royal Bank of Canada
LPL Financial
Peak6
Tudor Investment Corporation
Jpmorgan Chase & Co
Menora Mivtachim Holdings
Citadel Advisors

View all funds holding Energy Select Sector SPDR