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Energy Select Sector SPDR shares owned by Transparent Wealth Partners

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

Historical chart of Transparent Wealth 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 Transparent Wealth 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 Transparent Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-03-31 $1.8M 21k 82.83
2022-12-31 $1.8M 21k 87.47
2022-09-30 $1.4M 20k 72.03
2022-06-30 $1.3M 19k 71.50

More positions owned by Transparent Wealth Partners

Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard World Mega Cap Val Etf (MGV)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Eafe Etf (EFA)
Select Sector Spdr Tr Energy (XLE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Gold Tr Gold Shs (GLD)
Exxon Mobil Corporation (XOM)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for Transparent Wealth Partners

Top funds holding Energy Select Sector SPDR

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

View all funds holding Energy Select Sector SPDR