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Energy Select Sector SPDR shares owned by Sequent Planning

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

Historical chart of Sequent 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 Sequent 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 Sequent Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $683k 7.6k 89.34
2025-03-31 $244k 2.6k 93.45

More positions owned by Sequent Planning

Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchng Traded Fd Vi Ft Vest U.s (XOCT)
Franklin Templeton Etf Tr Us Core Bond Etf (FLCB)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)
Franklin Templeton Etf Tr Us Equity Index (USPX)
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)
Select Sector Spdr Tr Technology (XLK)
Spdr Gold Tr Gold Shs (GLD)
NVIDIA Corporation (NVDA)
Legg Mason Etf Invt Franklin Us Low (LVHD)
Amazon (AMZN)
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCOC)
Franklin Templeton Etf Tr Us Treasury Bond (FLGV)
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)

View all positions for Sequent Planning

Top funds holding Energy Select Sector SPDR

Susquehanna International
Jane Street
Millennium Management
Morgan Stanley
Royal Bank of Canada
UBS Group
Wells Fargo & Company
Goldman Sachs Group
Barclays
Tudor Investment Corporation
Jpmorgan Chase & Co
Elliott Investment Management
Citadel Advisors
LPL Financial
Peak6

View all funds holding Energy Select Sector SPDR