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

Capital A 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
2025
Q2 		– Sell
-74
Closed -$3.46K – 849
2025
Q1 		$3.46K Buy
+74
New +$3.34K ﹤0.01% 424

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital A Wealth Management's XLE Position: Q2 2025 in Review

Capital A Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2025, closing a stake of 74 shares — an estimated $3.46K sold.

Capital A Wealth Management first reported a position in XLE in Q1 2025 and held it in 1 quarter. The position peaked at $3.46K in Q1 2025. 1,749 funds tracked by Wall St. Rank hold XLE as of Q2 2025.

  • Capital A Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 74 State Street Energy Select Sector SPDR ETF shares in Q2 2025, an estimated $3.46K.
  • Capital A Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2025 and held it in 1 quarter.
  • Capital A Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $3.46K in Q1 2025.
  • 1,749 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.