Beacon Financial Advisory’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Beacon Financial Advisory's XLE Position: Q3 2026 in Review
Beacon Financial Advisory reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 3.2% in Q3 2026, selling an estimated $24.6K and leaving 12,189 shares worth $750K. The position accounts for 0.14% of the portfolio, ranked #184.
Beacon Financial Advisory first reported a position in XLE in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.02M in Q2 2024. 962 funds tracked by Wall St. Rank hold XLE as of Q3 2026.
- Beacon Financial Advisory held 12,189 shares of State Street Energy Select Sector SPDR ETF worth $750K as of Q3 2026.
- Beacon Financial Advisory sold 406 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $24.6K.
- State Street Energy Select Sector SPDR ETF made up 0.14% of Beacon Financial Advisory's portfolio in Q3 2026, its #184 holding.
- Beacon Financial Advisory first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and has held it in 23 quarters since.
- Beacon Financial Advisory's State Street Energy Select Sector SPDR ETF position peaked at $1.02M in Q2 2024.
- 962 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.
Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.