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Energy Select Sector SPDR shares owned by Ulrich Consultants & Investment Group

Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Ulrich Consultants & Investment Group from 13F filings

Historical chart of Ulrich Consultants & Investment Group investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Energy Select Sector SPDR held by Ulrich Consultants & Investment Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Select Sector SPDR by Ulrich Consultants & Investment Group

Quarter filed Position value Share count Share price at filing
2023-06-30 $442k 5.4k 81.17
2023-03-31 $451k 5.4k 82.83
2022-12-31 $476k 5.4k 87.47
2022-09-30 $333k 4.6k 72.08
2022-06-30 $330k 4.6k 71.43

More positions owned by Ulrich Consultants & Investment Group

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Kld400 Soc (DSI)
Ishares Tr Msci Eafe Etf (EFA)
Hca Holdings (HCA)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Fs Kkr Capital Corp (FSK)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Energy (XLE)
Apple (AAPL)

View all positions for Ulrich Consultants & Investment Group

Top funds holding Energy Select Sector SPDR

Bank of America Corporation
Elliott Investment Management
Citadel Advisors
Millennium Management
Wells Fargo & Company
Nomura Holdings
Royal Bank of Canada
UBS Group
Parallax Volatility Advisers
Goldman Sachs Group
Barclays
Jpmorgan Chase & Co
Citigroup
Hamilton Capital Management
D. E. Shaw & Co

View all funds holding Energy Select Sector SPDR