Boston Research & Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Boston Research & 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 Q1	$4.58M	Sell	74,732 -945	-1%	-$50.7K	1.09%	42
2025 Q4	$3.38M	Sell	75,677 -9,715	-11%	-$433K	0.78%	54
2025 Q3	$3.81M	Sell	85,392 -2,568	-3%	-$112K	0.84%	50
2025 Q2	$3.73M	Sell	87,960 -8,582	-9%	-$357K	0.89%	50
2025 Q1	$4.51M	Sell	96,542 -2,210	-2%	-$99.6K	1.12%	41
2024 Q4	$4.23M	Buy	98,752 +5,890	+6%	+$268K	1.04%	45
2024 Q3	$4.08M	Hold	92,862	–	–	0.96%	48
2024 Q2	$4.23M	Sell	92,862 -1,320	-1%	-$61.5K	1.07%	44
2024 Q1	$4.45M	Buy	94,182 +100	+0.1%	+$4.29K	1.1%	43
2023 Q4	$3.94M	Buy	94,082 +1,600	+2%	+$68.4K	1.05%	45
2023 Q3	$4.18M	Hold	92,482	–	–	1.24%	39
2023 Q2	$3.75M	Buy	92,482 +1,270	+1%	+$51.7K	1.06%	44
2023 Q1	$3.78M	Sell	91,212 -468	-0.5%	-$20K	1.13%	41
2022 Q4	$4.01M	Sell	91,680 -5,290	-5%	-$230K	1.24%	37
2022 Q3	$3.49M	Buy	96,970 +280	+0.3%	+$10.6K	1.19%	41
2022 Q2	$3.46M	Sell	96,690 -2,540	-3%	-$102K	1.12%	42
2022 Q1	$3.79M	Sell	99,230 -4,160	-4%	-$144K	1.1%	44
2021 Q4	$2.87M	Hold	103,390	–	–	0.78%	50
2021 Q3	$2.69M	Buy	103,390 +1,990	+2%	+$49.3K	0.8%	52
2021 Q2	$2.73M	Buy	101,400 +4,890	+5%	+$127K	0.83%	50
2021 Q1	$2.37M	Sell	96,510 -13,980	-13%	-$323K	0.76%	52
2020 Q4	$2.09M	Buy	110,490 +40,628	+58%	+$700K	0.73%	50
2020 Q3	$1.05M	Sell	69,862 -1,752	-2%	-$31.1K	0.41%	61
2020 Q2	$1.35M	Sell	71,614 -8,186	-10%	-$152K	0.56%	56
2020 Q1	$1.16M	Buy	79,800 +56,490	+242%	+$1.34M	0.58%	52
2019 Q4	$699K	Buy	23,310 +13,230	+131%	+$392K	0.26%	67
2019 Q3	$298K	Buy	+10,080	New	+$305K	0.12%	87
2017 Q4	–	Sell	-12,660	Closed	-$433K	–	98
2017 Q3	$433K	Buy	12,660 +3,400	+37%	+$111K	0.22%	76
2017 Q2	$300K	Sell	9,260 -300	-3%	-$10.1K	0.16%	82
2017 Q1	$334K	Hold	9,560	–	–	0.18%	81
2016 Q4	$360K	Sell	9,560 -440	-4%	-$15.9K	0.2%	79
2016 Q3	$353K	Sell	10,000 -600	-6%	-$20.6K	0.2%	80
2016 Q2	$361K	Sell	10,600 -1,680	-14%	-$55.4K	0.22%	78
2016 Q1	$380K	Sell	12,280 -22,310	-64%	-$647K	0.24%	80
2015 Q4	$1.04M	Sell	34,590 -1,820	-5%	-$59.9K	0.65%	56
2015 Q3	$1.11M	Buy	36,410 +14,184	+64%	+$478K	0.73%	58
2015 Q2	$835K	Sell	22,226 -1,130	-5%	-$44.9K	0.53%	62
2015 Q1	$905K	Sell	23,356 -19,916	-46%	-$772K	0.57%	60
2014 Q4	$1.71M	Buy	43,272 +23,590	+120%	+$981K	1.07%	46
2014 Q3	$891K	Sell	19,682 -9,838	-33%	-$476K	0.6%	61
2014 Q2	$1.48M	Sell	29,520 -204	-0.7%	-$9.65K	1.02%	50
2014 Q1	$1.32M	Hold	29,724	–	–	0.97%	49
2013 Q4	$1.31M	Sell	29,724 -30	-0.1%	-$1.29K	1.01%	48
2013 Q3	$1.23M	Buy	29,754 +160	+0.5%	+$6.59K	1.04%	47
2013 Q2	$1.16M	Buy	+29,594	New	+$1.17M	1.03%	47

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 Research & Management's XLE Position: Q1 2026 in Review

Boston Research & Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.2% in Q1 2026, selling an estimated $50.7K and leaving 74,732 shares worth $4.58M. The position accounts for 1.09% of the portfolio, ranked #42.

Boston Research & Management first reported a position in XLE in Q2 2013 and has held it in 45 quarters since. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Boston Research & Management held 74,732 shares of State Street Energy Select Sector SPDR ETF worth $4.58M as of Q1 2026.
Boston Research & Management sold 945 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $50.7K.
State Street Energy Select Sector SPDR ETF made up 1.09% of Boston Research & Management's portfolio in Q1 2026, its #42 holding.
Boston Research & Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and has held it in 45 quarters since.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Boston Research & Management's 13F filing for Q1 2026, filed 10 Apr 2026.