BCS Private Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
BCS Private Wealth Management's XLE Position: Q2 2026 in Review
BCS Private Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 13% in Q2 2026, selling an estimated $64.3K and leaving 7,695 shares worth $409K. The position accounts for 0.12% of the portfolio, ranked #122.
BCS Private Wealth Management first reported a position in XLE in Q1 2026 and has held it in 2 quarters since. The position peaked at $540K in Q1 2026. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- BCS Private Wealth Management held 7,695 shares of State Street Energy Select Sector SPDR ETF worth $409K as of Q2 2026.
- BCS Private Wealth Management sold 1,125 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $64.3K.
- State Street Energy Select Sector SPDR ETF made up 0.12% of BCS Private Wealth Management's portfolio in Q2 2026, its #122 holding.
- BCS Private Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
- BCS Private Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $540K in Q1 2026.
- 2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on BCS Private Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.