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Energy Select Sector SPDR shares owned by Peak Retirement Planning

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

Historical chart of Peak Retirement 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 Peak Retirement 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 Peak Retirement Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $11M 236k 44.71

More positions owned by Peak Retirement Planning

iShares 0-3 Month Treasury Bond ETF Exchange Traded Fund (SGOV)
Invesco QQQ Trust, Series 1 Exchange Traded Fund (QQQ)
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
Vanguard FTSE Emerging Markets ETF Exchange Traded Fund (VWO)
SPDR Gold MiniShares Trust Exchange Traded Fund (GLDM)
Vanguard Growth ETF Exchange Traded Fund (VUG)
State Street Communication Services Select Sector SPDR ETF Exchange Traded Fund (XLC)
State Street Energy Select Sector SPDR ETF Exchange Traded Fund (XLE)
State Street Materials Select Sector SPDR ETF Exchange Traded Fund (XLB)
State Street Real Estate Select Sector SPDR ETF Exchange Traded Fund (XLRE)
State Street Consumer Staples Select Sector SPDR ETF Exchange Traded Fund (XLP)
Vanguard S&P 500 ETF Exchange Traded Fund (VOO)
Vanguard Small-Cap Value ETF Exchange Traded Fund (VBR)
NVIDIA Corporation - Common Stock (NVDA)
Vanguard Value ETF Exchange Traded Fund (VTV)

View all positions for Peak Retirement Planning

Top funds holding Energy Select Sector SPDR

Susquehanna International
Jane Street
Barclays
Goldman Sachs Group
Wells Fargo & Company
UBS Group
Millennium Management
Elliott Investment Management
Royal Bank of Canada
LPL Financial
Tudor Investment Corporation
Jpmorgan Chase & Co
Menora Mivtachim Holdings
Citadel Advisors
Walleye Trading

View all funds holding Energy Select Sector SPDR