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Energy Select Sector SPDR shares owned by Birch Financial Group

Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Birch Financial Group from 13F filings

Historical chart of Birch Financial Group investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Energy Select Sector SPDR held by Birch Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Select Sector SPDR by Birch Financial Group

Quarter filed Position value Share count Share price at filing
2026-09-30 $102k 1.7k 61.50

More positions owned by Birch Financial Group

American Express Company M (AXP)
Vanguard S&p 500 Etf P 500 Etf Shs (VOO)
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Apple Inc. - M (AAPL)
Vanguard FTSE Developed Markets ETF N Ftse Dev Mkt (VEA)
Microsoft Corporation - M (MSFT)
Ameriprise Financial M (AMP)
Ishares Core S&p Small-cap Etf Re S&p Scp Etf (IJR)
Berkshire Hathaway Class Class B B New (BRK.B)
Phillips 66 M (PSX)
General Dynamics Corporation M (GD)
Home Depot M (HD)
Johnson & Johnson M (JNJ)
Goldman Sachs Group M (GS)
Amazon.com, Inc. - M (AMZN)

View all positions for Birch Financial Group

Top funds holding Energy Select Sector SPDR

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

View all funds holding Energy Select Sector SPDR