Zinnia Wealth Advisory »

Energy Select Sector SPDR shares owned by Zinnia Wealth Advisory

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

Historical chart of Zinnia Wealth Advisory investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Energy Select Sector SPDR by Zinnia Wealth Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $389k 6.3k 61.26

More positions owned by Zinnia Wealth Advisory

Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPMD)
Spdr Index Shs Fds State Street Spd (SPEM)
Spdr Series Trust State Street Spd (SPTS)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Index Fds Growth Etf (VUG)
Spdr Series Trust State Street Spd (SPTI)
Spdr Series Trust State Street Spd (SPSM)
Microsoft Corporation (MSFT)
Spdr Series Trust State Street Spd (SPSB)
Wal-Mart Stores (WMT)

View all positions for Zinnia Wealth Advisory

Top funds holding Energy Select Sector SPDR

Susquehanna International
Bank of America Corporation
Goldman Sachs Group
Jane Street
Morgan Stanley
Millennium Management
Barclays
Citigroup
Citadel Advisors
Royal Bank of Canada
Wells Fargo & Company
UBS Group
Tudor Investment Corporation
LPL Financial
Varma Mutual Pension Insurance

View all funds holding Energy Select Sector SPDR