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Energy Select Sector SPDR shares owned by Investment Planning Advisors

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

Historical chart of Investment Planning Advisors investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Energy Select Sector SPDR held by Investment Planning Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Select Sector SPDR by Investment Planning Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $216k 3.5k 61.26

More positions owned by Investment Planning Advisors

Spdr Series Trust State Street Spd (SPYM)
Vanguard World Mega Cap Index (MGC)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Ea Series Trust Freedom 100 Em (FRDM)
Vanguard Index Fds Extend Mkt Etf (VXF)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Index Shs Fds State Street Spd (SPGM)
Spdr Series Trust State Street Spd (XOP)

View all positions for Investment Planning Advisors

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