Capital Advisors Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Capital Advisors Wealth Management's XLE Position: Q2 2026 in Review
Capital Advisors Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 14% in Q2 2026, selling an estimated $212K and leaving 22,710 shares worth $1.21M. The position accounts for 0.14% of the portfolio, ranked #89.
Capital Advisors Wealth Management first reported a position in XLE in Q1 2021 and has held it in 22 quarters since. The position peaked at $6.38M in Q2 2024. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Capital Advisors Wealth Management held 22,710 shares of State Street Energy Select Sector SPDR ETF worth $1.21M as of Q2 2026.
- Capital Advisors Wealth Management sold 3,702 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $212K.
- State Street Energy Select Sector SPDR ETF made up 0.14% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #89 holding.
- Capital Advisors Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and has held it in 22 quarters since.
- Capital Advisors Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $6.38M in Q2 2024.
- 2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.