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Energy Select Sector SPDR shares owned by BFC Planning

Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by BFC Planning from 13F filings

Historical chart of BFC Planning investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Energy Select Sector SPDR by BFC Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.1M 40k 53.11
2026-03-31 $2.9M 47k 61.26
2025-12-31 $2.0M 45k 44.71
2025-09-30 $1.4M 16k 89.34
2025-06-30 $1.5M 17k 84.81
2025-03-31 $2.1M 23k 93.44
2024-12-31 $2.0M 23k 85.66