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Energy Select Sector SPDR shares owned by Wealth Management Associates

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

Historical chart of Wealth Management Associates investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Energy Select Sector SPDR by Wealth Management Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $256k 2.9k 89.34
2025-06-30 $242k 2.9k 84.80
2025-03-31 $232k 2.5k 93.46

More positions owned by Wealth Management Associates

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Palantir Technologies Cl A (PLTR)
Ishares Tr Select Divid Etf (DVY)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p Ttl Stk (ITOT)
First Tr Exchange Traded Nasd Tech Div (TDIV)
Ishares Tr Intl Sel Div Etf (IDV)
Spdr Gold Tr Gold Shs (GLD)
Kinder Morgan (KMI)
Global X Fds Artificial Etf (AIQ)

View all positions for Wealth Management Associates

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