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 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

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Beam Wealth Advisors's XLE Position: Q2 2026 in Review

Beam Wealth Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 4.2% in Q2 2026, selling an estimated $27.4K and leaving 10,826 shares worth $575K. The position accounts for 0.13% of the portfolio, ranked #100.

Beam Wealth Advisors first reported a position in XLE in Q4 2025 and has held it in 3 quarters since. The position peaked at $693K in Q1 2026. 954 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Beam Wealth Advisors held 10,826 shares of State Street Energy Select Sector SPDR ETF worth $575K as of Q2 2026.
Beam Wealth Advisors sold 479 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $27.4K.
State Street Energy Select Sector SPDR ETF made up 0.13% of Beam Wealth Advisors's portfolio in Q2 2026, its #100 holding.
Beam Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
Beam Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $693K in Q1 2026.
954 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.