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Energy Select Sector SPDR shares owned by Novak Financial Planning

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

Historical chart of Novak 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 Novak 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 Novak Financial Planning

Quarter filed Position value Share count Share price at filing
2021-06-30 $368k 6.8k 53.90
2021-03-31 $345k 7.0k 49.04
2020-12-31 $270k 7.1k 37.97

More positions owned by Novak Financial Planning

Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Blackrock Ultra (ICSH)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Index Fds Growth Etf (VUG)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Novak Financial Planning

Top funds holding Energy Select Sector SPDR

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

View all funds holding Energy Select Sector SPDR