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Energy Select Sector SPDR shares owned by Elser Financial Planning

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

Historical chart of Elser 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 Elser 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 Elser Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $697k 12k 60.12
2025-06-30 $496k 5.7k 86.88
2024-12-31 $604k 7.1k 85.66
2024-06-30 $559k 6.1k 91.15

More positions owned by Elser Financial Planning

Merchants Bancorp Ind (MBIN)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Dimensional Inte (DFGX)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Eli Lilly & Co. (LLY)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust World Ex Us Core (DFAX)

View all positions for Elser Financial Planning

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