Beam Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Beam Wealth 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 Q3	–	Sell	-10,826	Closed	-$575K	–	126
2026 Q2	$575K	Sell	10,826 -479	-4%	-$27.4K	0.13%	100
2026 Q1	$693K	Sell	11,305 -745	-6%	-$40K	0.17%	88
2025 Q4	$539K	Buy	+12,050	New	+$537K	0.15%	90

Other funds holding XLE

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Saudi Central Bank Riyadh, Saudi Arabia $9.9B AUM 48.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Beam Wealth Advisors's XLE Position: Q3 2026 in Review

Beam Wealth Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2026, closing a stake of 10,826 shares — an estimated $575K sold.

Beam Wealth Advisors first reported a position in XLE in Q4 2025 and held it in 3 quarters. The position peaked at $693K in Q1 2026. 1,864 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Beam Wealth Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2026 after selling out during the quarter.
Beam Wealth Advisors sold 10,826 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $575K.
Beam Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and held it in 3 quarters.
Beam Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $693K in Q1 2026.
1,864 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Beam Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.