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Energy Select Sector SPDR shares owned by B.A. Schrock Wealth Management

Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by B.A. Schrock Wealth Management from 13F filings

Historical chart of B.A. Schrock Wealth 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 B.A. Schrock Wealth 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 B.A. Schrock Wealth Management

Quarter filed Position value Share count Share price at filing
2026-09-30 $388k 6.2k 62.70

More positions owned by B.A. Schrock Wealth Management

Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Abbvie (ABBV)
Crowdstrike Hldgs Cl A (CRWD)
Micron Technology (MU)
Apple (AAPL)
Ishares Tr Fltg Rate Nt Etf (FLOT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Amazon (AMZN)
Target Corporation (TGT)
NVIDIA Corporation (NVDA)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Uber Technologies (UBER)
Broadcom (AVGO)
Netflix (NFLX)

View all positions for B.A. Schrock Wealth Management

Top funds holding Energy Select Sector SPDR

Bank of America Corporation
Susquehanna International
Jane Street
Millennium Management
Barclays
Citadel Advisors
Wells Fargo & Company
UBS Group
Goldman Sachs Group
Jpmorgan Chase & Co
Royal Bank of Canada
LPL Financial
Tudor Investment Corporation
Squarepoint Ops
Balyasny Asset Management

View all funds holding Energy Select Sector SPDR