Boston Family Office’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Boston Family Office’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	$280K	Hold	4,564	–	–	0.02%	278
2025 Q4	$204K	Hold	4,564	–	–	0.01%	307
2025 Q3	$204K	Buy	+4,564	New	+$200K	0.01%	293
2025 Q2	–	Sell	-4,564	Closed	-$213K	–	294
2025 Q1	$213K	Sell	4,564 -202	-4%	-$9.11K	0.02%	270
2024 Q4	$204K	Sell	4,766 -12,558	-72%	-$571K	0.01%	270
2024 Q3	$761K	Buy	17,324 +12,558	+263%	+$561K	0.05%	170
2024 Q2	$217K	Hold	4,766	–	–	0.02%	251
2024 Q1	$225K	Buy	+4,766	New	+$205K	0.02%	245
2023 Q4	–	Sell	-4,766	Closed	-$215K	–	263
2023 Q3	$215K	Sell	4,766 -1,638	-26%	-$71.7K	0.02%	240
2023 Q2	$260K	Buy	6,404 +466	+8%	+$19K	0.02%	231
2023 Q1	$246K	Hold	5,938	–	–	0.02%	237
2022 Q4	$260K	Hold	5,938	–	–	0.02%	245
2022 Q3	$214K	Hold	5,938	–	–	0.02%	255
2022 Q2	$212K	Hold	5,938	–	–	0.02%	259
2022 Q1	$227K	Buy	+5,938	New	+$206K	0.02%	273
2018 Q4	–	Sell	-5,800	Closed	-$220K	–	267
2018 Q3	$220K	Sell	5,800 -240	-4%	-$9K	0.02%	248
2018 Q2	$229K	Hold	6,040	–	–	0.03%	246
2018 Q1	$204K	Sell	6,040 -610	-9%	-$21.6K	0.02%	252
2017 Q4	$240K	Buy	+6,650	New	+$229K	0.03%	245
2017 Q2	–	Sell	-5,800	Closed	-$203K	–	254
2017 Q1	$203K	Hold	5,800	–	–	0.03%	238
2016 Q4	$218K	Hold	5,800	–	–	0.03%	233
2016 Q3	$205K	Buy	+5,800	New	+$199K	0.03%	237
2016 Q1	–	Sell	-14,390	Closed	-$434K	–	242
2015 Q4	$434K	Buy	+14,390	New	+$474K	0.06%	185

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

Boston Family Office's XLE Position: Q1 2026 in Review

Boston Family Office held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q1 2026 at 4,564 shares worth $280K. The position accounts for 0.02% of the portfolio, ranked #278.

Boston Family Office first reported a position in XLE in Q4 2015 and has held it in 23 quarters since. The position peaked at $761K in Q3 2024. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Boston Family Office held 4,564 shares of State Street Energy Select Sector SPDR ETF worth $280K as of Q1 2026.
Boston Family Office left its State Street Energy Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Energy Select Sector SPDR ETF made up 0.02% of Boston Family Office's portfolio in Q1 2026, its #278 holding.
Boston Family Office first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2015 and has held it in 23 quarters since.
Boston Family Office's State Street Energy Select Sector SPDR ETF position peaked at $761K in Q3 2024.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Boston Family Office's 13F filing for Q1 2026, filed 13 May 2026.