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

Capital Advisors 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
2026
Q3 		$1.38M Sell
22,463
-247
-1% -$15K 0.16% 82
2026
Q2 		$1.21M Sell
22,710
-3,702
-14% -$212K 0.14% 89
2026
Q1 		$1.62M Sell
26,412
-1,398
-5% -$75K 0.22% 71
2025
Q4 		$1.24M Sell
27,810
-2,892
-9% -$129K 0.17% 76
2025
Q3 		$1.37M Sell
30,702
-87,410
-74% -$3.83M 0.2% 69
2025
Q2 		$5.01M Sell
118,112
-1,818
-2% -$75.7K 0.79% 34
2025
Q1 		$5.6M Buy
119,930
+7,328
+7% +$330K 0.99% 29
2024
Q4 		$4.82M Buy
112,602
+1,296
+1% +$58.9K 0.86% 30
2024
Q3 		$4.89M Sell
111,306
-28,700
-20% -$1.28M 0.9% 31
2024
Q2 		$6.38M Buy
140,006
+4,998
+4% +$233K 1.26% 23
2024
Q1 		$6.37M Buy
135,008
+10,180
+8% +$437K 1.32% 21
2023
Q4 		$5.23M Buy
124,828
+1,892
+2% +$80.9K 1.19% 21
2023
Q3 		$5.56M Buy
122,936
+4,720
+4% +$207K 1.45% 20
2023
Q2 		$4.8M Buy
118,216
+3,942
+3% +$161K 1.23% 20
2023
Q1 		$4.73M Buy
114,274
+41,600
+57% +$1.78M 1.31% 21
2022
Q4 		$3.18M Sell
72,674
-478
-0.7% -$20.8K 0.96% 25
2022
Q3 		$2.63M Sell
73,152
-75,756
-51% -$2.86M 0.87% 27
2022
Q2 		$5.32M Sell
148,908
-10,444
-7% -$419K 1.73% 18
2022
Q1 		$6.09M Buy
159,352
+8,716
+6% +$302K 1.86% 16
2021
Q4 		$4.18M Buy
150,636
+6,120
+4% +$173K 1.27% 26
2021
Q3 		$3.76M Buy
144,516
+5,586
+4% +$138K 1.33% 25
2021
Q2 		$3.74M Buy
138,930
+36,558
+36% +$951K 1.39% 22
2021
Q1 		$2.51M Buy
+102,372
New +$2.36M 1.08% 25

Other funds holding XLE

HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

Capital Advisors Wealth Management's XLE Position: Q3 2026 in Review

Capital Advisors Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.1% in Q3 2026, selling an estimated $15K and leaving 22,463 shares worth $1.38M. The position accounts for 0.16% of the portfolio, ranked #82.

Capital Advisors Wealth Management first reported a position in XLE in Q1 2021 and has held it in 23 quarters since. The position peaked at $6.38M in Q2 2024. 124 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

  • Capital Advisors Wealth Management held 22,463 shares of State Street Energy Select Sector SPDR ETF worth $1.38M as of Q3 2026.
  • Capital Advisors Wealth Management sold 247 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $15K.
  • State Street Energy Select Sector SPDR ETF made up 0.16% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #82 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 23 quarters since.
  • Capital Advisors Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $6.38M in Q2 2024.
  • 124 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.