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Energy Select Sector SPDR shares owned by Beacon Bridge Wealth Partners

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

Historical chart of Beacon Bridge Wealth Partners investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Energy Select Sector SPDR held by Beacon Bridge Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Select Sector SPDR by Beacon Bridge Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $862k 9.8k 87.80
2024-06-30 $769k 8.4k 91.15
2024-03-31 $677k 7.2k 94.41
2023-12-31 $423k 5.0k 83.84

More positions owned by Beacon Bridge Wealth Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Mbs Etf (MBB)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr National Mun Etf (MUB)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Msci Emerg Mrkt (EEMV)
Ishares Tr Us Treas Bd Etf (GOVT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Long Term Us (SCHQ)
Schwab Strategic Tr Us Aggregate B (SCHZ)

View all positions for Beacon Bridge Wealth Partners

Top funds holding Energy Select Sector SPDR

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

View all funds holding Energy Select Sector SPDR