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Energy Select Sector SPDR shares owned by Holistic Planning

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

Historical chart of Holistic 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 Holistic 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 Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.6M 29k 89.34
2025-06-30 $2.5M 30k 84.81
2025-03-31 $2.6M 28k 93.45
2024-12-31 $2.4M 28k 85.66
2024-09-30 $937k 11k 87.80

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View all positions for Holistic Planning

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