Beaton Management Company’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Beaton Management Company’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	$284K	Sell	5,340 -50	-0.9%	-$2.86K	0.12%	134
2026 Q1	$330K	Sell	5,390 -100	-2%	-$5.36K	0.15%	114
2025 Q4	$245K	Buy	+5,490	New	+$244K	0.11%	134
2018 Q4	–	Sell	-7,200	Closed	-$273K	–	121
2018 Q3	$273K	Sell	7,200 -200	-3%	-$7.5K	0.23%	105
2018 Q2	$281K	Sell	7,400 -600	-8%	-$22.3K	0.25%	98
2018 Q1	$270K	Hold	8,000	–	–	0.25%	100
2017 Q4	$289K	Hold	8,000	–	–	0.26%	96
2017 Q3	$274K	Buy	8,000 +1,600	+25%	+$52K	0.26%	96
2017 Q2	$208K	Buy	+6,400	New	+$215K	0.21%	108

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

Beaton Management Company's XLE Position: Q2 2026 in Review

Beaton Management Company reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.93% in Q2 2026, selling an estimated $2.86K and leaving 5,340 shares worth $284K. The position accounts for 0.12% of the portfolio, ranked #134.

Beaton Management Company first reported a position in XLE in Q2 2017 and has held it in 9 quarters since. The position peaked at $330K in Q1 2026. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Beaton Management Company held 5,340 shares of State Street Energy Select Sector SPDR ETF worth $284K as of Q2 2026.
Beaton Management Company sold 50 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $2.86K.
State Street Energy Select Sector SPDR ETF made up 0.12% of Beaton Management Company's portfolio in Q2 2026, its #134 holding.
Beaton Management Company first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2017 and has held it in 9 quarters since.
Beaton Management Company's State Street Energy Select Sector SPDR ETF position peaked at $330K in Q1 2026.
2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Beaton Management Company's 13F filing for Q2 2026, filed 7 Aug 2026.