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 Q3	$4.08M	Buy	66,263 +1,166	+2%	+$70.7K	1.41%	17
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	$1.6M	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

LPL Financial San Diego, California $468B AUM 17.69% 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

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

AIM

Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Beaumont Asset Management's XLE Position: Q3 2026 in Review

Beaumont Asset Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.8% in Q3 2026, buying an estimated $70.7K and bringing the position to 66,263 shares worth $4.08M. The position accounts for 1.41% of the portfolio, ranked #17.

Beaumont Asset Management first reported a position in XLE in Q2 2021 and has held it in 22 quarters since. 1,384 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Beaumont Asset Management held 66,263 shares of State Street Energy Select Sector SPDR ETF worth $4.08M as of Q3 2026.
Beaumont Asset Management bought 1,166 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $70.7K.
State Street Energy Select Sector SPDR ETF made up 1.41% of Beaumont Asset Management's portfolio in Q3 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 22 quarters since.
1,384 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Beaumont Asset Management's 13F filing for Q3 2026, filed 16 Oct 2026.