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Energy Select Sector SPDR shares owned by Wealthedge Investment Advisors

Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Wealthedge Investment Advisors from 13F filings

Historical chart of Wealthedge Investment Advisors investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Energy Select Sector SPDR by Wealthedge Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $218k 2.4k 89.37
2025-06-30 $223k 2.6k 84.84
2025-03-31 $245k 2.6k 93.48
2024-12-31 $223k 2.6k 85.66

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Ishares Tr Core S&p500 Etf (IVV)
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Vanguard Index Fds Mid Cap Etf (VO)
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Index Fds Value Etf (VTV)
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Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Russell 2000 Etf (IWM)
Bristol Myers Squibb (BMY)

View all positions for Wealthedge Investment Advisors

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