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Energy Select Sector SPDR shares owned by Clear Perspectives Financial Planning

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

Historical chart of Clear Perspectives Financial 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 Clear Perspectives Financial 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 Clear Perspectives Financial Planning

Quarter filed Position value Share count Share price at filing
2023-03-31 $118k 1.4k 82.83
2022-12-31 $782k 8.9k 87.47
2022-09-30 $543k 7.5k 71.97
2022-06-30 $198k 2.8k 71.35
2021-06-30 $38k 700 54.29

More positions owned by Clear Perspectives Financial Planning

Procter & Gamble Company (PG)
Vanguard High Div Yld Etf High Div Yld Etf (VYM)
Invesco Exchange Traded Fd Tr S&p500 Eql Wgt Etf S&p500 Eql Wgt Etf (RSP)
Vanguard Value Etf Value Etf (VTV)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Ishares Trust Ishares 0-3 Month Treasury Ishares 0-3 Month Treasury Etf (SGOV)
Vanguard Div App Etf Div App Etf (VIG)
Vanguard 500 Val Idx Fd Etf 500 Val Idx Fd Etf (VOOV)
Vanguard Star Fd Tl Intl Stk F Etf Star Fd Tl Intl Stk F Etf (VXUS)
Vanguard Ftse Developed Mkts Etf Ftse Developed Mkts Etf (VEA)
Spdr Series Trust S&p Divid Etf S&p Divid Etf (SDY)
Ishares Trust Select Divid Etf Select Divid Etf (DVY)
Vanguard Mega Grwth Ind Etf Mega Grwth Ind Etf (MGK)
Vanguard Mega Cap Val Etf Mega Cap Val Etf (MGV)
Ishares Trust Global 100 Etf Global 100 Etf (IOO)

View all positions for Clear Perspectives Financial Planning

Top funds holding Energy Select Sector SPDR

Bank of America Corporation
Susquehanna International
Morgan Stanley
Elliott Investment Management
Goldman Sachs Group
Citadel Advisors
Wells Fargo & Company
Millennium Management
UBS Group
Royal Bank of Canada
Nomura Holdings
LPL Financial
Parallax Volatility Advisers
Jpmorgan Chase & Co
Barclays

View all funds holding Energy Select Sector SPDR