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 Q2	$577K	Buy	10,864 +6,300	+138%	+$360K	0.04%	212
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Boston Family Office's XLE Position: Q2 2026 in Review

Boston Family Office increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 138% in Q2 2026, buying an estimated $360K and bringing the position to 10,864 shares worth $577K. The position accounts for 0.04% of the portfolio, ranked #212.

Boston Family Office first reported a position in XLE in Q4 2015 and has held it in 24 quarters since. The position peaked at $761K in Q3 2024. 2,041 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Boston Family Office held 10,864 shares of State Street Energy Select Sector SPDR ETF worth $577K as of Q2 2026.
Boston Family Office bought 6,300 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $360K.
State Street Energy Select Sector SPDR ETF made up 0.04% of Boston Family Office's portfolio in Q2 2026, its #212 holding.
Boston Family Office first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2015 and has held it in 24 quarters since.
Boston Family Office's State Street Energy Select Sector SPDR ETF position peaked at $761K in Q3 2024.
2,041 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Boston Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.