Sunbeam Capital Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Sunbeam Capital 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	$1.08M	Buy	20,286 +140	+0.7%	+$8.01K	0.49%	42
2026 Q1	$1.23M	Buy	20,146 +124	+0.6%	+$6.65K	0.71%	29
2025 Q4	$895K	Sell	20,022 -76	-0.4%	-$3.38K	0.53%	36
2025 Q3	$898K	Sell	20,098 -4,720	-19%	-$207K	0.56%	38
2025 Q2	$1.05M	Sell	24,818 -1,370	-5%	-$57.1K	0.8%	30
2025 Q1	$1.22M	Sell	26,188 -11,800	-31%	-$532K	1.16%	20
2024 Q4	$1.63M	Buy	+37,988	New	+$1.73M	1.51%	16

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

Sunbeam Capital Management's XLE Position: Q2 2026 in Review

Sunbeam Capital Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.69% in Q2 2026, buying an estimated $8.01K and bringing the position to 20,286 shares worth $1.08M. The position accounts for 0.49% of the portfolio, ranked #42.

Sunbeam Capital Management first reported a position in XLE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.63M in Q4 2024. 995 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Sunbeam Capital Management held 20,286 shares of State Street Energy Select Sector SPDR ETF worth $1.08M as of Q2 2026.
Sunbeam Capital Management bought 140 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $8.01K.
State Street Energy Select Sector SPDR ETF made up 0.49% of Sunbeam Capital Management's portfolio in Q2 2026, its #42 holding.
Sunbeam Capital Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Sunbeam Capital Management's State Street Energy Select Sector SPDR ETF position peaked at $1.63M in Q4 2024.
995 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Sunbeam Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.