Energy Select Sector SPDR shares owned by Capital Planning Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Capital Planning Advisors
from 13F filings
Historical chart of Capital Planning Advisors investment in Energy Select Sector SPDR
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All positions including Energy Select Sector SPDR held by Capital Planning 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 Capital Planning Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $400k | 8.9k | 44.71 |
| 2024-12-31 | $413k | 4.8k | 85.66 |
| 2022-06-30 | $14M | 200k | 71.51 |
| 2019-09-30 | $21k | 358 | 58.66 |
| 2017-06-30 | $382k | 5.9k | 64.87 |
| 2017-03-31 | $1.3M | 18k | 69.93 |
| 2016-12-31 | $1.1M | 15k | 75.33 |