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Energy Select Sector SPDR shares owned by Waterloo Capital

Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Waterloo Capital from 13F filings

Historical chart of Waterloo Capital investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Energy Select Sector SPDR by Waterloo Capital

Quarter filed Position value Share count Share price at filing
2023-09-30 $2.9M 32k 90.39
2023-06-30 $244k 3.0k 81.18
2023-03-31 $350k 4.2k 82.83

More positions owned by Waterloo Capital

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
Ishares Core Aggressive Allocation Etf Aggres Alloc Etf (AOA)
Vanguard Short-term Bond Etf Short Trm Bond (BSV)
Aptus Defined Risk Etf Aptus Defined (DRSK)
Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)
Aptus Enhanced Yield Etf Aptus Enhanced (JUCY)
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Lehman 1-3 Month T-bill Etf Bloomberg 1-3 Mo (BIL)
Apple (AAPL)
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)
Opus Small Cap Value Etf Opus Sml Cp Vl (OSCV)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Aptus Large Cap Enhanced Yield Etf Aptus Large Cap (DUBS)

View all positions for Waterloo Capital

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