BCS Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
BCS Wealth Management's XLE Position: Q2 2026 in Review
BCS Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.42% in Q2 2026, selling an estimated $1.43K and leaving 5,878 shares worth $312K. The position accounts for 0.06% of the portfolio, ranked #222.
BCS Wealth Management first reported a position in XLE in Q1 2022 and has held it in 16 quarters since. The position peaked at $512K in Q4 2025. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- BCS Wealth Management held 5,878 shares of State Street Energy Select Sector SPDR ETF worth $312K as of Q2 2026.
- BCS Wealth Management sold 25 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $1.43K.
- State Street Energy Select Sector SPDR ETF made up 0.06% of BCS Wealth Management's portfolio in Q2 2026, its #222 holding.
- BCS Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 16 quarters since.
- BCS Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $512K in Q4 2025.
- 2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.