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

Belpointe 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	$2.79M	Sell	52,603 -17,695	-25%	-$1.01M	0.09%	208
2026 Q1	$4.31M	Buy	70,298 +38,569	+122%	+$2.07M	0.16%	110
2025 Q4	$1.42M	Sell	31,729 -1,333	-4%	-$59.4K	0.05%	316
2025 Q3	$1.48M	Sell	33,062 -17,778	-35%	-$778K	0.06%	291
2025 Q2	$2.16M	Sell	50,840 -39,372	-44%	-$1.64M	0.09%	194
2025 Q1	$4.21M	Sell	90,212 -16,514	-15%	-$745K	0.22%	87
2024 Q4	$4.87M	Sell	106,726 -4,168	-4%	-$189K	0.29%	60
2024 Q3	$4.87M	Buy	110,894 +28,058	+34%	+$1.25M	0.29%	64
2024 Q2	$3.78M	Sell	82,836 -97,772	-54%	-$4.55M	0.26%	69
2024 Q1	$8.53M	Buy	180,608 +125,870	+230%	+$5.41M	0.64%	24
2023 Q4	$2.29M	Sell	54,738 -103,598	-65%	-$4.43M	0.2%	97
2023 Q3	$7.16M	Buy	158,336 +94,622	+149%	+$4.14M	0.74%	20
2023 Q2	$2.59M	Sell	63,714 -65,450	-51%	-$2.67M	0.27%	74
2023 Q1	$5.17M	Sell	129,164 -6,552	-5%	-$280K	0.28%	56
2022 Q4	$5.59M	Sell	135,716 -14,264	-10%	-$621K	0.34%	51
2022 Q3	$5.4M	Sell	149,980 -34,344	-19%	-$1.3M	0.37%	50
2022 Q2	$6.59M	Sell	184,324 -66,702	-27%	-$2.68M	0.44%	36
2022 Q1	$9.6M	Sell	251,026 -23,070	-8%	-$799K	0.58%	23
2021 Q4	$7.61M	Buy	274,096 +141,440	+107%	+$4M	0.47%	32
2021 Q3	$3.46M	Buy	132,656 +19,306	+17%	+$478K	0.24%	84
2021 Q2	$3.05M	Sell	113,350 -192,812	-63%	-$5.01M	0.22%	90
2021 Q1	$7.51M	Buy	306,162 +218,046	+247%	+$5.03M	0.64%	25
2020 Q4	$1.67M	Buy	88,116 +69,594	+376%	+$1.2M	0.15%	150
2020 Q3	$274K	Buy	18,522 +2,910	+19%	+$51.7K	0.03%	467
2020 Q2	$293K	Buy	15,612 +1,820	+13%	+$33.8K	0.04%	413
2020 Q1	$201K	Sell	13,792 -21,906	-61%	-$520K	0.04%	431
2019 Q4	$1.07M	Buy	35,698 +14,228	+66%	+$422K	0.14%	166
2019 Q3	$636K	Buy	21,470 +3,100	+17%	+$93.8K	0.1%	220
2019 Q2	$585K	Buy	+18,370	New	+$588K	0.12%	194
2019 Q1	–	Sell	-4,262	Closed	-$122K	–	594
2018 Q4	$122K	Sell	4,262 -4,456	-51%	-$149K	0.03%	441
2018 Q3	$330K	Buy	+8,718	New	+$327K	0.05%	339

Other funds holding XLE

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 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

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

Belpointe Asset Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 25% in Q2 2026, selling an estimated $1.01M and leaving 52,603 shares worth $2.79M. The position accounts for 0.09% of the portfolio, ranked #208.

Belpointe Asset Management first reported a position in XLE in Q3 2018 and has held it in 31 quarters since. The position peaked at $9.6M in Q1 2022. 996 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Belpointe Asset Management held 52,603 shares of State Street Energy Select Sector SPDR ETF worth $2.79M as of Q2 2026.
Belpointe Asset Management sold 17,695 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $1.01M.
State Street Energy Select Sector SPDR ETF made up 0.09% of Belpointe Asset Management's portfolio in Q2 2026, its #208 holding.
Belpointe Asset Management first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2018 and has held it in 31 quarters since.
Belpointe Asset Management's State Street Energy Select Sector SPDR ETF position peaked at $9.6M in Q1 2022.
996 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.