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 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 $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s XLE Position: Q1 2026 in Review

Beacon Capital Management Inc (Ohio) reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 69% in Q1 2026, selling an estimated $1.32M and leaving 11,179 shares worth $685K. The position accounts for 0.04% of the portfolio, ranked #52.

Beacon Capital Management Inc (Ohio) first reported a position in XLE in Q4 2017 and has held it in 6 quarters since. The position peaked at $1.96M in Q3 2025. 2,107 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Beacon Capital Management Inc (Ohio) held 11,179 shares of State Street Energy Select Sector SPDR ETF worth $685K as of Q1 2026.
Beacon Capital Management Inc (Ohio) sold 24,535 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $1.32M.
State Street Energy Select Sector SPDR ETF made up 0.04% of Beacon Capital Management Inc (Ohio)'s portfolio in Q1 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 6 quarters since.
Beacon Capital Management Inc (Ohio)'s State Street Energy Select Sector SPDR ETF position peaked at $1.96M in Q3 2025.
2,107 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q1 2026, filed 30 Apr 2026.