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Energy Select Sector SPDR shares owned by PDS Planning

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

Historical chart of PDS 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 PDS 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 PDS Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $746k 8.5k 87.80

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Apple (AAPL)
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Vanguard Index Fds Sm Cp Val Etf (VBR)
Microsoft Corporation (MSFT)

View all positions for PDS Planning

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