Beacon Pointe Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Beacon Pointe Advisors’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	$21.5M	Buy	351,218 +68,371	+24%	+$3.67M	0.11%	177
2025 Q4	$12.6M	Buy	282,847 +22,165	+9%	+$987K	0.09%	206
2025 Q3	$11.6M	Buy	260,682 +17,684	+7%	+$774K	0.1%	193
2025 Q2	$10.3M	Buy	242,998 +43,618	+22%	+$1.82M	0.11%	173
2025 Q1	$9.32M	Sell	199,380 -262,714	-57%	-$11.8M	0.1%	182
2024 Q4	$19.8M	Sell	462,094 -16,474	-3%	-$749K	0.22%	107
2024 Q3	$21M	Sell	478,568 -362	-0.1%	-$16.2K	0.24%	103
2024 Q2	$21.8M	Sell	478,930 -99,408	-17%	-$4.63M	0.26%	88
2024 Q1	$27.3M	Buy	578,338 +23,206	+4%	+$997K	0.3%	72
2023 Q4	$23.3M	Buy	555,132 +21,414	+4%	+$916K	0.28%	81
2023 Q3	$24.1M	Buy	533,718 +42,534	+9%	+$1.86M	0.3%	81
2023 Q2	$19.9M	Sell	491,184 -63,808	-11%	-$2.6M	0.33%	70
2023 Q1	$23M	Sell	554,992 -8,860	-2%	-$379K	0.39%	60
2022 Q4	$24.7M	Buy	563,852 +5,830	+1%	+$254K	0.48%	48
2022 Q3	$20.1M	Buy	558,022 +8,200	+1%	+$310K	0.45%	50
2022 Q2	$19.7M	Sell	549,822 -4,796	-0.9%	-$192K	0.41%	59
2022 Q1	$21.2M	Buy	+554,618	New	+$19.2M	0.29%	84
2021 Q4	–	Sell	-10,946	Closed	-$285K	–	1018
2021 Q3	$285K	Sell	10,946 -5,904	-35%	-$146K	0.01%	723
2021 Q2	$454K	Buy	+16,850	New	+$438K	0.02%	511
2021 Q1	–	Sell	-14,224	Closed	-$271K	–	581
2020 Q4	$271K	Buy	+14,224	New	+$245K	0.02%	387

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 $235B AUM 32.99% 1-Year Est. Return

MMH

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

Beacon Pointe Advisors's XLE Position: Q1 2026 in Review

Beacon Pointe Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 24% in Q1 2026, buying an estimated $3.67M and bringing the position to 351,218 shares worth $21.5M. The position accounts for 0.11% of the portfolio, ranked #177.

Beacon Pointe Advisors first reported a position in XLE in Q4 2020 and has held it in 20 quarters since. The position peaked at $27.3M in Q1 2024. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Beacon Pointe Advisors held 351,218 shares of State Street Energy Select Sector SPDR ETF worth $21.5M as of Q1 2026.
Beacon Pointe Advisors bought 68,371 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $3.67M.
State Street Energy Select Sector SPDR ETF made up 0.11% of Beacon Pointe Advisors's portfolio in Q1 2026, its #177 holding.
Beacon Pointe Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2020 and has held it in 20 quarters since.
Beacon Pointe Advisors's State Street Energy Select Sector SPDR ETF position peaked at $27.3M in Q1 2024.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.