Boston Standard Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Boston Standard Wealth 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	$270K	Buy	5,132 +37	+0.7%	+$2.12K	0.04%	48
2026 Q1	$300K	Buy	5,095 +584	+13%	+$31.3K	0.05%	48
2025 Q4	$202K	Sell	4,511 -1	-0%	-$45	0.03%	51
2025 Q3	$202K	Buy	+4,512	New	+$198K	0.03%	49
2025 Q2	–	Sell	-4,512	Closed	-$206K	–	49
2025 Q1	$206K	Buy	+4,512	New	+$203K	0.05%	43
2024 Q3	–	Sell	-4,512	Closed	-$206K	–	49
2024 Q2	$206K	Hold	4,512	–	–	0.05%	43
2024 Q1	$213K	Hold	4,512	–	–	0.05%	43
2023 Q4	$204K	Hold	4,512	–	–	0.05%	43
2023 Q3	$204K	Buy	+4,512	New	+$197K	0.05%	43

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

Boston Standard Wealth Management's XLE Position: Q2 2026 in Review

Boston Standard Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.73% in Q2 2026, buying an estimated $2.12K and bringing the position to 5,132 shares worth $270K. The position accounts for 0.04% of the portfolio, ranked #48.

Boston Standard Wealth Management first reported a position in XLE in Q3 2023 and has held it in 9 quarters since. The position peaked at $300K in Q1 2026. 996 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Boston Standard Wealth Management held 5,132 shares of State Street Energy Select Sector SPDR ETF worth $270K as of Q2 2026.
Boston Standard Wealth Management bought 37 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $2.12K.
State Street Energy Select Sector SPDR ETF made up 0.04% of Boston Standard Wealth Management's portfolio in Q2 2026, its #48 holding.
Boston Standard Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2023 and has held it in 9 quarters since.
Boston Standard Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $300K in Q1 2026.
996 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Boston Standard Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.