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Energy Select Sector SPDR shares owned by WealthPlan Investment Management

Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by WealthPlan Investment Management from 13F filings

Historical chart of WealthPlan Investment Management investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Energy Select Sector SPDR held by WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Select Sector SPDR by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $223k 2.5k 89.33
2025-06-30 $296k 3.5k 84.80
2023-09-30 $774k 8.6k 90.39
2023-03-31 $32k 390 82.83
2022-12-31 $755k 8.4k 89.98
2022-09-30 $739k 8.7k 85.14
2022-03-31 $827k 11k 75.13

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NVIDIA Corporation (NVDA)
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Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
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First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Ishares Core Msci Emkt (IEMG)
Casey's General Stores (CASY)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Wal-Mart Stores (WMT)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for WealthPlan Investment Management

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