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Energy Select Sector SPDR shares owned by Keener Financial Planning

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

Historical chart of Keener 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 Keener 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 Keener Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.0k 75 80.00
2025-06-30 $6.0k 75 80.00
2025-03-31 $7.0k 75 93.33

More positions owned by Keener Financial Planning

Spdr Series Trust Portfoli S&p1500 (SPTM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Spdr Series Trust Portfolio S&p600 (SPSM)

View all positions for Keener Financial 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