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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
2024
Q1 		– Sell
-40,000
Closed -$17 – 167
2023
Q4 		$17 Buy
+40,000
New +$1.71M ﹤0.01% 146

Other funds holding XLE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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. 1,356 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.
  • 1,356 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.