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Energy Select Sector SPDR shares owned by Bravera Wealth

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

Historical chart of Bravera Wealth investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Energy Select Sector SPDR by Bravera Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $90k 1.7k 53.11
2025-12-31 $145k 3.2k 44.71

More positions owned by Bravera Wealth

Vanguard 500 Index ETF S&p 500 Etf Shs (VOO)
Schwab U.S. Large-Cap Growth ETF Us Lcap Gr Etf (SCHG)
Vanguard Value Index ETF Value Etf (VTV)
Fidelity Enhanced International ETF Enhanced Intl (FENI)
Fidelity SMID Multifactor ETF Sml Mid Mltfct (FSMD)
First Trust Rising Dividend Achievers ETF Risng Divd Achiv (RDVY)
First Trust SMID Cap Rising Dividend Achievers ETF Smid Risng Etf (SDVY)
Capital Group Dividend Value ETF Shs Creation Uni (CGDV)
Avantis U.S. Small Cap Value ETF Us Sml Cp Valu (AVUV)
Schwab Fundamental U.S. Large Company ETF Fundamental Us L (FNDX)
Vanguard Developed Markets Index FTSE ETF Van Ftse Dev Mkt (VEA)
Global X Adaptive U.S. Factor ETF Adaptive Us (AUSF)
Microsoft Corporation (MSFT)
Vanguard Dividend Appreciation ETF Div App Etf (VIG)
Capital Group Growth ETF Shs Creation Uni (CGGR)

View all positions for Bravera Wealth

Top funds holding Energy Select Sector SPDR

Susquehanna International
Bank of America Corporation
Goldman Sachs Group
Jane Street
Morgan Stanley
Millennium Management
Citigroup
Barclays
Citadel Advisors
Royal Bank of Canada
Wells Fargo & Company
UBS Group
Tudor Investment Corporation
LPL Financial
Varma Mutual Pension Insurance

View all funds holding Energy Select Sector SPDR