Coordinated Financial Services »

Energy Select Sector SPDR shares owned by Coordinated Financial Services

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

Historical chart of Coordinated Financial Services investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Energy Select Sector SPDR by Coordinated Financial Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $380k 6.2k 61.26
2025-09-30 $277k 3.1k 89.34
2025-06-30 $416k 4.9k 84.80
2024-12-31 $357k 4.2k 85.66

More positions owned by Coordinated Financial Services

Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr Msci Eafe Etf (EFA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Small Cp Etf (VB)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Us Treas Bd Etf (GOVT)
NVIDIA Corporation (NVDA)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Coordinated Financial Services

Top funds holding Energy Select Sector SPDR

Susquehanna International
Bank of America Corporation
Goldman Sachs Group
Jane Street
Morgan Stanley
Millennium Management
Barclays
Citigroup
Citadel Advisors
Royal Bank of Canada
Wells Fargo & Company
UBS Group
Tudor Investment Corporation
LPL Financial
Varma Mutual Pension Insurance

View all funds holding Energy Select Sector SPDR