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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
2024-09-30 $937k 11k 87.80

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Top funds holding Energy Select Sector SPDR

Bank of America Corporation
Elliott Investment Management
Susquehanna International
Morgan Stanley
Wells Fargo & Company
Jane Street
Goldman Sachs Group
Barclays
Citadel Advisors
Jpmorgan Chase & Co
LPL Financial
Royal Bank of Canada
Squarepoint Ops
Parallax Volatility Advisers
Hamilton Capital Management

View all funds holding Energy Select Sector SPDR