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: Q2 2026 in Review
Beacon Financial Advisory reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.7% in Q2 2026, selling an estimated $12.7K and leaving 12,595 shares worth $669K. The position accounts for 0.13% of the portfolio, ranked #196.
Beacon Financial Advisory first reported a position in XLE in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.02M in Q2 2024. 2,042 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Beacon Financial Advisory held 12,595 shares of State Street Energy Select Sector SPDR ETF worth $669K as of Q2 2026.
- Beacon Financial Advisory sold 222 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $12.7K.
- State Street Energy Select Sector SPDR ETF made up 0.13% of Beacon Financial Advisory's portfolio in Q2 2026, its #196 holding.
- Beacon Financial Advisory first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and has held it in 22 quarters since.
- Beacon Financial Advisory's State Street Energy Select Sector SPDR ETF position peaked at $1.02M in Q2 2024.
- 2,042 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.