Beacon Capital Management Inc (Ohio)’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Beacon Capital Management Inc (Ohio)’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$830K	Buy	15,635 +4,456	+40%	+$255K	0.05%	52
2026 Q1	$685K	Sell	11,179 -24,535	-69%	-$1.32M	0.04%	52
2025 Q4	$1.6M	Sell	35,714 -8,230	-19%	-$366K	0.09%	47
2025 Q3	$1.96M	Buy	+43,944	New	+$1.92M	0.09%	46
2019 Q3	–	Sell	-6	Closed	–	–	167
2019 Q2	$0	Buy	+6	New	+$192	﹤0.01%	181
2018 Q3	–	Sell	-10	Closed	–	–	81
2018 Q2	$0	Buy	+10	New	+$372	﹤0.01%	96
2018 Q1	–	Sell	-26	Closed	-$1K	–	121
2017 Q4	$1K	Buy	+26	New	+$895	﹤0.01%	100

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s XLE Position: Q2 2026 in Review

Beacon Capital Management Inc (Ohio) increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 40% in Q2 2026, buying an estimated $255K and bringing the position to 15,635 shares worth $830K. The position accounts for 0.05% of the portfolio, ranked #52.

Beacon Capital Management Inc (Ohio) first reported a position in XLE in Q4 2017 and has held it in 7 quarters since. The position peaked at $1.96M in Q3 2025. 2,046 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Beacon Capital Management Inc (Ohio) held 15,635 shares of State Street Energy Select Sector SPDR ETF worth $830K as of Q2 2026.
Beacon Capital Management Inc (Ohio) bought 4,456 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $255K.
State Street Energy Select Sector SPDR ETF made up 0.05% of Beacon Capital Management Inc (Ohio)'s portfolio in Q2 2026, its #52 holding.
Beacon Capital Management Inc (Ohio) first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2017 and has held it in 7 quarters since.
Beacon Capital Management Inc (Ohio)'s State Street Energy Select Sector SPDR ETF position peaked at $1.96M in Q3 2025.
2,046 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q2 2026, filed 13 Aug 2026.