Energy Select Sector SPDR shares owned by LifePlan Financial
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by LifePlan Financial
from 13F filings
Historical chart of LifePlan Financial investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by LifePlan Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-09-30 | $53k | 1.8k | 30.22 |
| 2020-06-30 | $110k | 2.9k | 37.98 |
| 2020-03-31 | $84k | 2.9k | 29.01 |
| 2019-12-31 | $114k | 1.9k | 60.29 |
| 2019-09-30 | $112k | 1.9k | 59.23 |
| 2019-06-30 | $120k | 1.9k | 63.46 |
| 2019-03-31 | $174k | 2.6k | 66.08 |
| 2018-12-31 | $481k | 6.4k | 75.70 |
| 2018-09-30 | $481k | 6.4k | 75.70 |
| 2018-06-30 | $483k | 6.4k | 76.02 |
| 2018-03-31 | $428k | 6.4k | 67.36 |
| 2017-12-31 | $453k | 6.6k | 68.41 |
| 2017-09-30 | $453k | 6.6k | 68.41 |
| 2017-06-30 | $468k | 7.2k | 64.87 |
| 2017-03-31 | $734k | 11k | 69.88 |
| 2016-12-31 | $1.9M | 25k | 75.31 |
| 2016-09-30 | $3.1M | 44k | 70.60 |
| 2016-06-30 | $2.2M | 32k | 68.25 |
| 2016-03-31 | $2.0M | 33k | 61.90 |
| 2014-03-31 | $66k | 736 | 89.67 |
| 2013-12-31 | $65k | 736 | 88.32 |
| 2013-09-30 | $61k | 736 | 82.88 |
| 2013-06-30 | $58k | 736 | 78.80 |