Energy Select Sector SPDR shares owned by Bernard Wealth Management Corp.
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Bernard Wealth Management Corp.
from 13F filings
Historical chart of Bernard Wealth Management Corp. investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Bernard Wealth Management Corp.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18k | 196 | 89.41 |
| 2025-06-30 | $16k | 193 | 84.62 |
| 2025-03-31 | $18k | 191 | 93.43 |
| 2024-12-31 | $16k | 190 | 85.45 |
More positions owned by Bernard Wealth Management Corp.
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