Energy Select Sector SPDR shares owned by Peak Planning Group
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Peak Planning Group
from 13F filings
Historical chart of Peak Planning Group investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Peak Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $302k | 4.9k | 61.26 |
| 2025-09-30 | $201k | 2.3k | 89.34 |
| 2025-06-30 | $1.3M | 15k | 84.81 |
| 2025-03-31 | $1.9M | 20k | 93.45 |
| 2024-12-31 | $1.3M | 16k | 85.66 |
| 2024-09-30 | $1.2M | 14k | 87.80 |
| 2024-06-30 | $1.1M | 12k | 91.15 |
| 2024-03-31 | $1.2M | 13k | 94.41 |
| 2023-12-31 | $1.5M | 18k | 83.84 |
| 2023-09-30 | $1.7M | 19k | 90.39 |
| 2023-06-30 | $1.7M | 21k | 81.17 |
| 2023-03-31 | $2.1M | 25k | 82.83 |
| 2022-12-31 | $2.1M | 24k | 87.47 |
| 2022-09-30 | $1.6M | 23k | 72.02 |
| 2022-06-30 | $1.5M | 21k | 71.51 |