Ownership history in LifePlan Financial, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which LifePlan Financial, LLC reported a position in SELECT SECTOR SPDR TR (XLE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 49,409 | +23,878 | +93.5% | 1.69% | $2.2M | $44.71 |
| 2025 Q3 | REDUCED | 25,531 | -740 | -2.8% | 1.81% | $2.3M | $44.29 |
| 2025 Q2 | REDUCED | 26,271 | -629 | -2.3% | 1.85% | $2.2M | $41.69 |
| 2025 Q1 | REDUCED | 26,900 | -1,376 | -4.9% | 2.19% | $2.5M | $45.57 |
| 2024 Q4 | REDUCED | 28,276 | -1,698 | -5.7% | 2.14% | $2.4M | $41.45 |
| 2024 Q3 | REDUCED | 29,974 | -976 | -3.2% | 2.26% | $2.6M | $42.13 |
| 2024 Q2 | REDUCED | 30,950 | -784 | -2.5% | 2.60% | $2.8M | $43.38 |
| 2024 Q1 | REDUCED | 31,734 | -1,460 | -4.4% | 2.75% | $3.0M | $44.57 |
| 2023 Q4 | INITIATED | 33,194 | — | — | 2.79% | $2.8M | — |
As of 2025 Q4 — sorted by position size