Beaumont Financial Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Beaumont Financial 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 Q1	$499K	Buy	8,153 +2,087	+34%	+$112K	0.03%	237
2025 Q4	$271K	Sell	6,066 -3,934	-39%	-$175K	0.02%	312
2025 Q3	$447K	Sell	10,000 -662	-6%	-$29K	0.03%	253
2025 Q2	$452K	Sell	10,662 -50	-0.5%	-$2.08K	0.03%	235
2025 Q1	$501K	Sell	10,712 -67,590	-86%	-$3.05M	0.04%	215
2024 Q4	$3.35M	Buy	78,302 +66,192	+547%	+$3.01M	0.25%	65
2024 Q3	$532K	Sell	12,110 -2,270	-16%	-$101K	0.04%	206
2024 Q2	$655K	Sell	14,380 -440	-3%	-$20.5K	0.05%	185
2024 Q1	$700K	Sell	14,820 -4,158	-22%	-$179K	0.06%	174
2023 Q4	$796K	Buy	18,978 +6,152	+48%	+$263K	0.07%	156
2023 Q3	$580K	Buy	12,826 +352	+3%	+$15.4K	0.06%	166
2023 Q2	$506K	Sell	12,474 -680	-5%	-$27.7K	0.05%	190
2023 Q1	$545K	Buy	13,154 +696	+6%	+$29.8K	0.06%	162
2022 Q4	$545K	Sell	12,458 -11,396	-48%	-$496K	0.05%	168
2022 Q3	$859K	Buy	23,854 +15,154	+174%	+$573K	0.08%	131
2022 Q2	$311K	Sell	8,700 -4	-0%	-$160	0.03%	233
2022 Q1	$333K	Sell	8,704 -29,854	-77%	-$1.03M	0.03%	268
2021 Q4	$1.07M	Buy	+38,558	New	+$1.09M	0.08%	138
2021 Q3	–	Sell	-42,290	Closed	-$1.14M	–	386
2021 Q2	$1.14M	Sell	42,290 -16,444	-28%	-$428K	0.09%	132
2021 Q1	$1.44M	Buy	+58,734	New	+$1.35M	0.12%	110
2019 Q4	–	Sell	-11,962	Closed	-$354K	–	299
2019 Q3	$354K	Sell	11,962 -410	-3%	-$12.4K	0.04%	195
2019 Q2	$394K	Sell	12,372 -76,882	-86%	-$2.46M	0.04%	170
2019 Q1	$2.95M	Buy	+89,254	New	+$2.87M	0.32%	71
2018 Q4	–	Sell	-107,092	Closed	-$4.06M	–	241
2018 Q3	$4.06M	Sell	107,092 -52,552	-33%	-$1.97M	0.4%	57
2018 Q2	$6.06M	Buy	159,644 +138,806	+666%	+$5.16M	0.64%	44
2018 Q1	$702K	Sell	20,838 -106,724	-84%	-$3.78M	0.08%	111
2017 Q4	$4.61M	Buy	127,562 +112,736	+760%	+$3.88M	0.54%	48
2017 Q3	$508K	Sell	14,826 -968	-6%	-$31.5K	0.06%	115
2017 Q2	$513K	Sell	15,794 -330	-2%	-$11.1K	0.07%	113
2017 Q1	$564K	Sell	16,124 -181,694	-92%	-$6.57M	0.08%	110
2016 Q4	$7.45M	Buy	197,818 +53,154	+37%	+$1.92M	1.13%	30
2016 Q3	$5.11M	Sell	144,664 -53,890	-27%	-$1.85M	0.81%	46
2016 Q2	$6.77M	Buy	+198,554	New	+$6.55M	1.11%	31
2016 Q1	–	Sell	-12,790	Closed	-$386K	–	151
2015 Q4	$386K	Buy	+12,790	New	+$421K	0.06%	85
2014 Q3	–	Sell	-536,924	Closed	-$26.9M	–	176
2014 Q2	$26.9M	Sell	536,924 -925,428	-63%	-$43.8M	1.91%	14
2014 Q1	$65.1M	Buy	1,462,352 +502,800	+52%	+$21.7M	5.35%	2
2013 Q4	$42.5M	Sell	959,552 -46,992	-5%	-$2.02M	3.49%	3
2013 Q3	$41.7M	Buy	1,006,544 +128,184	+15%	+$5.28M	3.7%	4
2013 Q2	$34.4M	Buy	+878,360	New	+$34.8M	3.18%	5

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 Financial Advisors's XLE Position: Q1 2026 in Review

Beaumont Financial Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 34% in Q1 2026, buying an estimated $112K and bringing the position to 8,153 shares worth $499K. The position accounts for 0.03% of the portfolio, ranked #237.

Beaumont Financial Advisors first reported a position in XLE in Q2 2013 and has held it in 39 quarters since. The position peaked at $65.1M in Q1 2014. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Beaumont Financial Advisors held 8,153 shares of State Street Energy Select Sector SPDR ETF worth $499K as of Q1 2026.
Beaumont Financial Advisors bought 2,087 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $112K.
State Street Energy Select Sector SPDR ETF made up 0.03% of Beaumont Financial Advisors's portfolio in Q1 2026, its #237 holding.
Beaumont Financial Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and has held it in 39 quarters since.
Beaumont Financial Advisors's State Street Energy Select Sector SPDR ETF position peaked at $65.1M in Q1 2014.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.