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Select Sector Spdr Tr shares owned by SHP Wealth Management

Quarter-by-quarter ownership of Select Sector Spdr Tr (XLEI) shares owned by SHP Wealth Management from 13F filings

Historical chart of SHP Wealth Management investment in Select Sector Spdr Tr

Tip: Access up to 7 years of quarterly data

All positions including Select Sector Spdr Tr held by SHP Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Select Sector Spdr Tr by SHP Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $822k 29k 28.28

More positions owned by SHP Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core S&p Us Gwt (IUSG)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Fidelity Covington Trust Enhanced Large (FELC)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Index Fds Mid Cap Etf (VO)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
J P Morgan Exchange Traded F Small &mid Cap (JMEE)
NVIDIA Corporation (NVDA)
Apple (AAPL)

View all positions for SHP Wealth Management

Top funds holding Select Sector Spdr Tr

Wealthcare Advisory Partners
SHP Wealth Management
Moulton Wealth Management
Independent Financial Group
Old Mission Capital
Jane Street
Susquehanna International
Goldman Sachs Group
Gruss & Co
Emerald Investment Partners

View all funds holding Select Sector Spdr Tr