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Energy Select Sector SPDR shares owned by Vertex Planning Partners

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

Historical chart of Vertex Planning Partners investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Energy Select Sector SPDR by Vertex Planning Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $208k 3.4k 61.26
2024-03-31 $572k 6.1k 94.41
2023-12-31 $412k 4.9k 83.84
2022-12-31 $431k 4.9k 87.47

More positions owned by Vertex Planning Partners

Spdr Series Trust State Street Spd (SPYM)
Ishares Tr TRS FLT RT BD (TFLO)
Wisdomtree Tr Floatng Rat Trea (USFR)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Apple (AAPL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust State Street Spd (SPYG)
Blackrock Etf Trust Ishares Intl Div (BIDD)
State Str Spdr Sp 500 Etf T Tr Unit (SPY)
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)
Ishares Tr Hdg Msci Eafe (HEFA)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Wisdomtree Tr Us Total Dividnd (DTD)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Blackrock Etf Trust Ii Ishares Flexible (BINC)

View all positions for Vertex Planning Partners

Top funds holding Energy Select Sector SPDR

Susquehanna International
Bank of America Corporation
Goldman Sachs Group
Jane Street
Morgan Stanley
Millennium Management
Citigroup
Barclays
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