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

Beaumont Capital 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 Q1	$6.95M	Buy	113,416 +4,161	+4%	+$223K	8.57%	1
2025 Q4	$4.88M	Sell	109,255 -2,457	-2%	-$109K	6.02%	7
2025 Q3	$4.99M	Buy	+111,712	New	+$4.89M	3.31%	11
2024 Q3	–	Sell	-97,430	Closed	-$4.44M	–	59
2024 Q2	$4.44M	Sell	97,430 -66,098	-40%	-$3.08M	3.47%	5
2024 Q1	$7.72M	Buy	+163,528	New	+$7.02M	5.68%	2
2023 Q4	–	Sell	-237,252	Closed	-$10.7M	–	50
2023 Q3	$10.7M	Buy	+237,252	New	+$10.4M	7.73%	6
2023 Q2	–	Sell	-219,242	Closed	-$9.08M	–	46
2023 Q1	$9.08M	Buy	219,242 +26,066	+13%	+$1.11M	6.31%	6
2022 Q4	$8.45M	Sell	193,176 -8,298	-4%	-$361K	5.95%	2
2022 Q3	$7.25M	Sell	201,474 -239,000	-54%	-$9.04M	7.2%	3
2022 Q2	$15.7M	Buy	440,474 +257,546	+141%	+$10.3M	13%	3
2022 Q1	$6.99M	Sell	182,928 -62,244	-25%	-$2.16M	4.5%	7
2021 Q4	$6.8M	Buy	+245,172	New	+$6.93M	3.93%	8
2021 Q3	–	Sell	-244,188	Closed	-$6.58M	–	49
2021 Q2	$6.58M	Sell	244,188 -13,640	-5%	-$355K	6.47%	4
2021 Q1	$6.33M	Buy	+257,828	New	+$5.95M	6.28%	6

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Beaumont Capital Management's XLE Position: Q1 2026 in Review

Beaumont Capital Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 3.8% in Q1 2026, buying an estimated $223K and bringing the position to 113,416 shares worth $6.95M. The position accounts for 8.57% of the portfolio, ranked #1.

Beaumont Capital Management first reported a position in XLE in Q1 2021 and has held it in 14 quarters since. The position peaked at $15.7M in Q2 2022. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Beaumont Capital Management held 113,416 shares of State Street Energy Select Sector SPDR ETF worth $6.95M as of Q1 2026.
Beaumont Capital Management bought 4,161 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $223K.
State Street Energy Select Sector SPDR ETF made up 8.57% of Beaumont Capital Management's portfolio in Q1 2026, its #1 holding.
Beaumont Capital Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and has held it in 14 quarters since.
Beaumont Capital Management's State Street Energy Select Sector SPDR ETF position peaked at $15.7M in Q2 2022.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Beaumont Capital Management's 13F filing for Q1 2026, filed 14 May 2026.