Energy Select Sector SPDR shares owned by BCS Wealth Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by BCS Wealth Management
from 13F filings
Historical chart of BCS 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 BCS Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Energy Select Sector SPDR by BCS Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $243k | 2.8k | 87.73 |
2024-06-30 | $238k | 2.6k | 91.12 |
2024-03-31 | $247k | 2.6k | 94.56 |
2023-12-31 | $219k | 2.6k | 83.84 |
2023-09-30 | $236k | 2.6k | 90.35 |
2023-06-30 | $235k | 2.9k | 81.03 |
2023-03-31 | $240k | 2.9k | 82.76 |
2022-12-31 | $232k | 2.7k | 87.55 |
2022-03-31 | $203k | 2.7k | 76.60 |