Capital Advisors Inc’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Capital Advisors Inc’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	$1.42M	Sell	26,792 -2,463	-8%	-$141K	0.02%	151
2026 Q1	$1.79M	Buy	29,255 +13	+0%	+$697	0.03%	138
2025 Q4	$1.31M	Buy	29,242 +2,810	+11%	+$125K	0.02%	149
2025 Q3	$1.18M	Buy	26,432 +5,270	+25%	+$231K	0.02%	147
2025 Q2	$897K	Buy	21,162 +9,948	+89%	+$414K	0.02%	155
2025 Q1	$524K	Sell	11,214 -1,110	-9%	-$50K	0.01%	192
2024 Q4	$528K	Buy	12,324 +430	+4%	+$19.5K	0.01%	193
2024 Q3	$522K	Buy	11,894 +8	+0.1%	+$358	0.01%	191
2024 Q2	$542K	Buy	11,886 +1,010	+9%	+$47K	0.01%	192
2024 Q1	$513K	Buy	+10,876	New	+$467K	0.01%	193

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Capital Advisors Inc's XLE Position: Q2 2026 in Review

Capital Advisors Inc reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 8.4% in Q2 2026, selling an estimated $141K and leaving 26,792 shares worth $1.42M. The position accounts for 0.02% of the portfolio, ranked #151.

Capital Advisors Inc first reported a position in XLE in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.79M in Q1 2026. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Capital Advisors Inc held 26,792 shares of State Street Energy Select Sector SPDR ETF worth $1.42M as of Q2 2026.
Capital Advisors Inc sold 2,463 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $141K.
State Street Energy Select Sector SPDR ETF made up 0.02% of Capital Advisors Inc's portfolio in Q2 2026, its #151 holding.
Capital Advisors Inc first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
Capital Advisors Inc's State Street Energy Select Sector SPDR ETF position peaked at $1.79M in Q1 2026.
2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.