BCGM Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-3,399
Closed -$208K 195
2026
Q1
$208K Buy
+3,399
New +$182K 0.05% 175
2022
Q2
Sell
-38,078
Closed -$1.43M 110
2022
Q1
$1.43M Buy
+38,078
New +$1.32M 0.78% 32

Other funds holding XLE

BCGM Wealth Management's XLE Position: Q2 2026 in Review

BCGM Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 3,399 shares — an estimated $208K sold.

BCGM Wealth Management first reported a position in XLE in Q1 2022 and held it in 2 quarters. The position peaked at $1.43M in Q1 2022. 2,027 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • BCGM Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • BCGM Wealth Management sold 3,399 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $208K.
  • BCGM Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and held it in 2 quarters.
  • BCGM Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $1.43M in Q1 2022.
  • 2,027 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.