LifePlan Financial »

Energy Select Sector SPDR shares owned by LifePlan Financial

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

Historical chart of LifePlan Financial investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Energy Select Sector SPDR by LifePlan Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.0M 32k 94.41
2023-12-31 $2.8M 33k 83.84

More positions owned by LifePlan Financial

Ishares Gold Tr Ishares New (IAU)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Select Sector Spdr Tr Sbi Materials (XLB)
Amplify Etf Tr Blackswan Grwt (SWAN)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Select Sector Spdr Tr Energy (XLE)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Ishares Tr Ibonds Dec2026 (IBDR)
Microsoft Corporation (MSFT)
salesforce (CRM)
Medtronic SHS (MDT)
Vanguard World Mega Grwth Ind (MGK)

View all positions for LifePlan Financial

Top funds holding Energy Select Sector SPDR

Bank of America Corporation
Susquehanna International
Elliott Investment Management
Citadel Advisors
Millennium Management
Wells Fargo & Company
Nomura Holdings
Royal Bank of Canada
UBS Group
Parallax Volatility Advisers
Goldman Sachs Group
Barclays
Jpmorgan Chase & Co
Citigroup
Hamilton Capital Management

View all funds holding Energy Select Sector SPDR