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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.97M Buy
112,437
+10,027
+10% +$573K 1.39% 18
2026
Q1
$6.27M Sell
102,410
-2,111
-2% -$113K 1.6% 15
2025
Q4
$4.67M Buy
104,521
+1,981
+2% +$88.2K 1.25% 22
2025
Q3
$4.58M Buy
102,540
+4,736
+5% +$207K 1.29% 18
2025
Q2
$4.15M Buy
97,804
+1,810
+2% +$75.4K 1.32% 19
2025
Q1
$4.49M Buy
95,994
+7,552
+9% +$341K 1.54% 16
2024
Q4
$3.79M Sell
88,442
-2,990
-3% -$136K 1.36% 18
2024
Q3
$4.01M Buy
91,432
+4,716
+5% +$211K 1.48% 15
2024
Q2
$3.95M Buy
86,716
+6,688
+8% +$312K 1.82% 14
2024
Q1
$3.78M Buy
80,028
+7,002
+10% +$301K 1.98% 16
2023
Q4
$3.06M Buy
73,026
+1,674
+2% +$71.6K 2.1% 8
2023
Q3
$3.22M Buy
71,352
+4,586
+7% +$201K 2.37% 7
2023
Q2
$2.71M Buy
66,766
+4,520
+7% +$184K 2.1% 10
2023
Q1
$2.58M Buy
62,246
+31,818
+105% +$1.36M 2.15% 10
2022
Q4
$1.33M Buy
+30,428
New +$1.32M 1.19% 23

Other funds holding XLE

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

BOS Asset Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 9.8% in Q2 2026, buying an estimated $573K and bringing the position to 112,437 shares worth $5.97M. The position accounts for 1.39% of the portfolio, ranked #18.

BOS Asset Management first reported a position in XLE in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.27M in Q1 2026. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • BOS Asset Management held 112,437 shares of State Street Energy Select Sector SPDR ETF worth $5.97M as of Q2 2026.
  • BOS Asset Management bought 10,027 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $573K.
  • State Street Energy Select Sector SPDR ETF made up 1.39% of BOS Asset Management's portfolio in Q2 2026, its #18 holding.
  • BOS Asset Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
  • BOS Asset Management's State Street Energy Select Sector SPDR ETF position peaked at $6.27M in Q1 2026.
  • 2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

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