Energy Select Sector SPDR shares owned by Consolidated Planning Corp
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Consolidated Planning Corp
from 13F filings
Historical chart of Consolidated Planning Corp investment in Energy Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by Consolidated Planning Corp consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Energy Select Sector SPDR by Consolidated Planning Corp
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $752k | 8.4k | 89.34 |
| 2025-06-30 | $676k | 8.0k | 84.81 |
| 2025-03-31 | $732k | 7.8k | 93.46 |
| 2024-12-31 | $683k | 8.0k | 85.66 |
| 2024-09-30 | $700k | 8.0k | 87.80 |
| 2024-06-30 | $744k | 8.2k | 91.15 |
| 2024-03-31 | $775k | 8.2k | 94.40 |
| 2023-12-31 | $700k | 8.3k | 83.84 |
| 2023-09-30 | $788k | 8.7k | 90.39 |
| 2023-06-30 | $688k | 8.5k | 81.17 |
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