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Energy Select Sector SPDR shares owned by Wetzel Investment Advisors

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

Historical chart of Wetzel 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 Wetzel 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 Wetzel Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $287k 3.3k 85.66
2024-09-30 $292k 3.3k 87.80
2024-06-30 $516k 5.5k 94.41
2024-03-31 $513k 5.5k 93.84
2023-12-31 $461k 5.5k 83.76

More positions owned by Wetzel Investment Advisors

Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
JPMorgan Chase & Co. (JPM)
Eli Lilly & Co. (LLY)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Index Fds Value Etf (VTV)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Scp Etf (IJR)
First Tr Morningstar Divid L SHS (FDL)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr Conv Bd Etf (ICVT)

View all positions for Wetzel Investment Advisors

Top funds holding Energy Select Sector SPDR

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

View all funds holding Energy Select Sector SPDR