Energy Select Sector SPDR shares owned by BFSG
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by BFSG
from 13F filings
Historical chart of BFSG investment in Energy Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by BFSG consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Energy Select Sector SPDR by BFSG
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $785k | 8.8k | 89.34 |
| 2025-06-30 | $759k | 9.0k | 84.81 |
| 2025-03-31 | $885k | 9.5k | 93.45 |
| 2024-12-31 | $1.0M | 12k | 85.66 |
| 2024-09-30 | $1.1M | 13k | 87.80 |
| 2024-06-30 | $1.3M | 14k | 91.15 |
| 2024-03-31 | $1.5M | 16k | 94.41 |
| 2023-12-31 | $1.3M | 16k | 83.84 |
| 2023-09-30 | $1.4M | 16k | 90.39 |
| 2023-06-30 | $1.3M | 16k | 81.20 |
| 2023-03-31 | $1.4M | 16k | 82.80 |
| 2022-12-31 | $1.4M | 16k | 87.45 |
| 2022-09-30 | $1.2M | 16k | 72.03 |
| 2022-06-30 | $1.2M | 17k | 71.53 |
| 2022-03-31 | $4.5M | 64k | 70.79 |
| 2021-12-31 | $956k | 17k | 55.50 |
| 2021-09-30 | $888k | 17k | 52.10 |
| 2021-06-30 | $866k | 16k | 53.84 |
| 2021-03-31 | $694k | 14k | 49.03 |
| 2020-12-31 | $469k | 12k | 37.91 |
| 2020-03-31 | $372k | 13k | 29.03 |
| 2019-12-31 | $775k | 13k | 60.00 |
| 2019-09-30 | $1.0M | 17k | 59.19 |
| 2019-06-30 | $1.1M | 18k | 63.70 |
| 2019-03-31 | $1.2M | 18k | 66.11 |
| 2018-12-31 | $1.1M | 19k | 57.36 |
| 2018-09-30 | $2.2M | 29k | 75.75 |
| 2018-06-30 | $2.1M | 28k | 75.96 |