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Energy Select Sector SPDR shares owned by Comprehensive Financial Planning

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

Historical chart of Comprehensive Financial 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 Comprehensive Financial 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 Comprehensive Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $177k 2.0k 89.36
2025-06-30 $170k 2.0k 84.79
2025-03-31 $222k 2.4k 93.48
2024-12-31 $217k 2.5k 85.67

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Top funds holding Energy Select Sector SPDR

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

View all funds holding Energy Select Sector SPDR