Beaumont Asset Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Beaumont Asset Management’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	$3.46M	Buy	65,097 +12,279	+23%	+$702K	1.34%	17
2026 Q1	$3.24M	Buy	52,818 +772	+1%	+$41.4K	1.46%	16
2025 Q4	$2.33M	Sell	52,046 -1,244	-2%	-$55.4K	1.16%	19
2025 Q3	$2.38M	Sell	53,290 -1,388	-3%	-$60.8K	1.2%	17
2025 Q2	$2.32M	Buy	54,678 +2,022	+4%	+$84.2K	1.24%	16
2025 Q1	$2.46M	Buy	52,656 +28	+0.1%	+$1.26K	1.49%	11
2024 Q4	$2.25M	Sell	52,628 -13,626	-21%	-$619K	1.31%	17
2024 Q3	$2.91M	Buy	66,254 +632	+1%	+$28.3K	1.69%	13
2024 Q2	$2.99M	Buy	65,622 +622	+1%	+$29K	1.92%	11
2024 Q1	$3.07M	Buy	65,000 +11,688	+22%	+$502K	2.04%	10
2023 Q4	$2.23M	Buy	53,312 +570	+1%	+$24.4K	1.57%	14
2023 Q3	$2.38M	Sell	52,742 -682	-1%	-$29.8K	1.96%	9
2023 Q2	$2.17M	Sell	53,424 -412	-0.8%	-$16.8K	1.64%	12
2023 Q1	$2.23M	Buy	53,836 +2,760	+5%	+$118K	1.64%	11
2022 Q4	$2.23M	Buy	51,076 +4,538	+10%	+$198K	1.64%	12
2022 Q3	$1.68M	Buy	46,538 +1,928	+4%	+$72.9K	1.33%	16
2022 Q2	$1.59M	Buy	44,610 +1,480	+3%	+$59.4K	1.21%	17
2022 Q1	$1.65M	Buy	43,130 +23,354	+118%	+$809K	1.11%	17
2021 Q4	$548K	Buy	19,776 +9,592	+94%	+$271K	0.37%	46
2021 Q3	$265K	Buy	10,184 +206	+2%	+$5.1K	0.2%	61
2021 Q2	$268K	Buy	+9,978	New	+$259K	0.21%	61

Other funds holding XLE

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 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

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Beaumont Asset Management's XLE Position: Q2 2026 in Review

Beaumont Asset Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 23% in Q2 2026, buying an estimated $702K and bringing the position to 65,097 shares worth $3.46M. The position accounts for 1.34% of the portfolio, ranked #17.

Beaumont Asset Management first reported a position in XLE in Q2 2021 and has held it in 21 quarters since. 587 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Beaumont Asset Management held 65,097 shares of State Street Energy Select Sector SPDR ETF worth $3.46M as of Q2 2026.
Beaumont Asset Management bought 12,279 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $702K.
State Street Energy Select Sector SPDR ETF made up 1.34% of Beaumont Asset Management's portfolio in Q2 2026, its #17 holding.
Beaumont Asset Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2021 and has held it in 21 quarters since.
587 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Beaumont Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.