Beacon Investment Advisory Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Beacon Investment Advisory Services’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	$134K	Hold	2,524	–	–	0.01%	296
2026 Q1	$155K	Buy	+2,524	New	+$135K	0.01%	279

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 22.96% 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 Investment Advisory Services's XLE Position: Q2 2026 in Review

Beacon Investment Advisory Services held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 2,524 shares worth $134K. The position accounts for 0.01% of the portfolio, ranked #296.

Beacon Investment Advisory Services first reported a position in XLE in Q1 2026 and has held it in 2 quarters since. The position peaked at $155K in Q1 2026. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Beacon Investment Advisory Services held 2,524 shares of State Street Energy Select Sector SPDR ETF worth $134K as of Q2 2026.
Beacon Investment Advisory Services left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #296 holding.
Beacon Investment Advisory Services first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
Beacon Investment Advisory Services's State Street Energy Select Sector SPDR ETF position peaked at $155K in Q1 2026.
2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.