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Energy Select Sector SPDR shares owned by BCGM Wealth Management

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

Historical chart of BCGM 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 BCGM 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 BCGM Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $208k 3.4k 61.27
2022-03-31 $1.4M 19k 75.16

More positions owned by BCGM Wealth Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Ishares Intl Ctr (CORO)
Exxon Mobil Corporation (XOM)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Core Msci Emkt (IEMG)
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr 10-20 Yr Trs Etf (TLH)

View all positions for BCGM Wealth Management

Top funds holding Energy Select Sector SPDR

Susquehanna International
Bank of America Corporation
Goldman Sachs Group
Jane Street
Morgan Stanley
Millennium Management
Barclays
Citigroup
Citadel Advisors
Royal Bank of Canada
Wells Fargo & Company
UBS Group
Tudor Investment Corporation
LPL Financial
Varma Mutual Pension Insurance

View all funds holding Energy Select Sector SPDR