Energy Select Sector SPDR shares owned by WCG Wealth Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by WCG Wealth Advisors
from 13F filings
Historical chart of WCG Wealth Advisors investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by WCG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $2.3M | 38k | 61.26 |
| 2025-12-31 | $1.3M | 28k | 44.71 |
| 2024-09-30 | $1.0M | 12k | 87.79 |
| 2023-03-31 | $4.0M | 48k | 82.83 |
| 2022-12-31 | $3.8M | 44k | 87.47 |
| 2022-09-30 | $3.0M | 42k | 72.02 |
| 2022-06-30 | $516k | 16k | 32.33 |