BOSTON RESEARCH & MANAGEMENT INC XLE — AMEX Energy Sector SPDR

Ownership history in BOSTON RESEARCH & MANAGEMENT INC  ·  45 quarters on record

AI Ownership Summary

BOSTON RESEARCH & MANAGEMENT INC reported AMEX Energy Sector SPDR (XLE) in 45 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.12% in 2025 Q1. The latest visible filing shows XLE at 1.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XLE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BOSTON RESEARCH & MANAGEMENT INC's position in AMEX Energy Sector SPDR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

XLE was reported at 1.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.12% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

XLE stock page BOSTON RESEARCH & MANAGEMENT INC fund profile BOSTON RESEARCH & MANAGEMENT INC full holdings
How BOSTON RESEARCH & MANAGEMENT INC held XLE — position size vs. price
% of Fund (quarterly)    XLE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 74,732 -945 -1.2% 1.09% $5K 2026-04-10 $56.94
2025 Q4 ADDED — — — 75,677 +32,981 +77.2% 0.78% $3.4M 2026-02-11 $54.62
2025 Q3 REDUCED — — — 42,696 -1,284 -2.9% 0.84% $3.8M 2025-11-12 $44.45
2025 Q2 REDUCED 8.9% +7.4% ❌ 43,980 -4,291 -8.9% 0.89% $3.7M 2025-08-12 $41.35
2025 Q1 REDUCED — — — 48,271 -1,105 -2.2% 1.12% $4.5M 2025-05-12 $40.97
2024 Q4 ADDED — — — 49,376 +2,945 +6.3% 1.04% $4.2M 2025-02-12 $42.80
2024 Q3 UNCHANGED — — — 46,431 — 0% 0.96% $4.1M 2024-11-12 $44.70
2024 Q2 REDUCED — — — 46,431 -660 -1.4% 1.07% $4.2M 2024-08-13 $42.07
2024 Q1 ADDED — — — 47,091 +50 +0.1% 1.10% $4.4M 2024-05-14 $43.95
2023 Q4 ADDED — — — 47,041 +800 +1.7% 1.05% $3.9M 2024-02-12 $39.19
35 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding XLE

As of 2026 Q1 — sorted by position size

Mizuho Bank, Ltd. 3Y 7Y 54.38% Dai-ichi Life International Holdings LLC 20.95% Hamilton Capital, LLC 3Y 7Y 13.67% CABANA LLC 3Y 7Y 12.61% PJT Investments Corp. 12.1% Main Management Fund Advisors LLC 3Y 9.0% Algorithmic Investment Models, LLC 3Y 8.57% Avalon Global Asset Management LLC 3Y 7Y 8.47% University of Illinois Foundation 7.55% WealthCare Asset Management, LLC 7.35%

FAQ About BOSTON RESEARCH & MANAGEMENT INC and XLE

These are the practical questions this page is built to answer before you even open the full history table.

How long has BOSTON RESEARCH & MANAGEMENT INC reported owning XLE?

BOSTON RESEARCH & MANAGEMENT INC reported XLE across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported XLE position in BOSTON RESEARCH & MANAGEMENT INC's portfolio?

The largest reported portfolio weight for XLE was 1.12% in 2025 Q1.

What is the latest reported XLE position on this page?

The most recent filing on this page is 2026 Q1, when BOSTON RESEARCH & MANAGEMENT INC reported 74,732 shares, equal to 1.09% of portfolio, with an estimated market value of $5K.

What does the chart on this XLE ownership page compare?

The chart compares BOSTON RESEARCH & MANAGEMENT INC's quarterly XLE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BOSTON RESEARCH & MANAGEMENT INC time their XLE position?

Based on 13F filing dates vs. subsequent XLE price moves, BOSTON RESEARCH & MANAGEMENT INC correctly timed 16 out of 40 reported position changes (40%). The annualised alpha on XLE relative to SPY over the holding period was -4.6%.

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