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Energy Select Sector SPDR shares owned by Surience Private Wealth

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

Historical chart of Surience Private Wealth investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Energy Select Sector SPDR by Surience Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.2M 69k 61.26
2024-06-30 $2.3M 25k 91.15
2022-12-31 $2.6M 30k 87.47
2022-03-31 $5.9M 77k 76.44

More positions owned by Surience Private Wealth

Schwab Strategic Tr Us Dividend Eq (SCHD)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core S&p Mcp Etf (IJH)
Select Sector Spdr Tr State Street Rea (XLRE)
Alps Etf Tr Alerian Mlp (AMLP)
Select Sector Spdr Tr State Street Ene (XLE)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vaneck Etf Trust Semiconductr Etf (SMH)
Microsoft Corporation (MSFT)
Vanguard Wellington Short Trm Tax Ex (VTES)
NVIDIA Corporation (NVDA)
Tesla Motors (TSLA)
Vale S A Sponsored Ads (VALE)

View all positions for Surience Private Wealth

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