Energy Select Sector SPDR shares owned by BSW Wealth Partners
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by BSW Wealth Partners
from 13F filings
Historical chart of BSW Wealth Partners investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by BSW Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $296k | 4.8k | 61.26 |
| 2020-03-31 | $289k | 9.9k | 29.08 |
| 2014-09-30 | $7.5M | 83k | 90.62 |
| 2014-06-30 | $8.7M | 87k | 100.10 |
| 2014-03-31 | $7.9M | 89k | 89.06 |
| 2013-12-31 | $8.0M | 91k | 88.51 |
| 2013-09-30 | $8.1M | 98k | 82.90 |
| 2013-06-30 | $7.3M | 93k | 78.30 |