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Energy Select Sector SPDR shares owned by United Financial Planning Group

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

Historical chart of United Financial Planning Group investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Energy Select Sector SPDR held by United Financial Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Select Sector SPDR by United Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $408k 6.7k 61.26

More positions owned by United Financial Planning Group

Vanguard Value Index Etf (VTV)
Vanguard Ftse Developed Etf (VEA)
Vanguard Growth Index Etf (VUG)
Ishares Core S&p Mid-cap Etf (IJH)
Ishares Core S&p Etf (IJR)
Ishares Core Msci Etf (IEMG)
Vanguard Real Estate Etf (VNQ)
Vanguard Total Int Bond Etf (BNDX)
Vanguard Short-term Bond Etf (BSV)
Vanguard Mid-cap Index Etf (VO)
Abbvie (ABBV)
Vanguard Total Etf (VTI)
Ishares 1-5 Year Etf (IGSB)
Apple (AAPL)
Vanguard Small-cap Index Etf (VB)

View all positions for United Financial Planning Group

Top funds holding Energy Select Sector SPDR

Susquehanna International
Bank of America Corporation
Goldman Sachs Group
Jane Street
Morgan Stanley
Millennium Management
Barclays
Citigroup
Citadel Advisors
Royal Bank of Canada
Wells Fargo & Company
UBS Group
Tudor Investment Corporation
LPL Financial
Varma Mutual Pension Insurance

View all funds holding Energy Select Sector SPDR