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Energy Select Sector SPDR shares owned by Wisconsin Wealth Advisors

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

Historical chart of Wisconsin Wealth 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 Wisconsin Wealth 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 Wisconsin Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $993k 22k 44.71
2025-09-30 $1.0M 11k 89.34

More positions owned by Wisconsin Wealth Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchange-traded SHS (FDL)
Broadcom (AVGO)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
NVIDIA Corporation (NVDA)
Spdr Gold Tr Gold Shs (GLD)
Pimco Etf Tr Multisector Bd (PYLD)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Vaneck Etf Trust Semiconductr Etf (SMH)

View all positions for Wisconsin Wealth Advisors

Top funds holding Energy Select Sector SPDR

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

View all funds holding Energy Select Sector SPDR