VSM Wealth Advisory »

Energy Select Sector SPDR shares owned by VSM Wealth Advisory

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

Historical chart of VSM Wealth Advisory investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Energy Select Sector SPDR by VSM Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.8k 76 88.89
2025-06-30 $6.4k 75 84.81

More positions owned by VSM Wealth Advisory

Vanguard Large Cap Etf Etf (VV)
Vanguard Short Term Cor Bd Etf Etf (VGSH)
Vanguard Mega Cap Etf Etf (MGC)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard High Dividend Yield Etf Etf (VYM)
Vanguard Small Cap Etf Etf (VB)
Vanguard Mid Cap Etf Etf (VO)
Schwab Us Broad Market Etf Etf (SCHB)
Vanguard Ftse All World Ex Us Etf Etf (VEU)
Schwab Us Large Cap Etf Etf (SCHA)
Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Dimensional Us Core Equity Markt Etf Etf (DFAU)
Dimensional Us Equity Market Etf Etf (DFUS)
Vanguard Extended Marketetf Etf (VXF)

View all positions for VSM Wealth Advisory

Top funds holding Energy Select Sector SPDR

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

View all funds holding Energy Select Sector SPDR