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

Capital Wealth Alliance’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	$1.28M	Buy	24,086 +666	+3%	+$38.1K	0.59%	31
2026 Q1	$1.44M	Buy	23,420 +3,986	+21%	+$214K	0.65%	26
2025 Q4	$1.04M	Sell	19,434 -902	-4%	-$40.2K	0.45%	33
2025 Q3	$910K	Sell	20,336 -2,104	-9%	-$92.1K	0.45%	33
2025 Q2	$952K	Sell	22,440 -7,248	-24%	-$302K	0.51%	34
2025 Q1	$1.39M	Sell	29,688 -2,540	-8%	-$115K	0.83%	21
2024 Q4	$1.38M	Sell	32,228 -1,404	-4%	-$63.8K	0.78%	30
2024 Q3	$1.48M	Sell	33,632 -5,340	-14%	-$239K	0.86%	26
2024 Q2	$1.78M	Sell	38,972 -27,068	-41%	-$1.26M	1.01%	27
2024 Q1	$3.12M	Buy	66,040 +660	+1%	+$28.4K	1.84%	14
2023 Q4	$2.74M	Buy	65,380 +21,272	+48%	+$910K	1.88%	14
2023 Q3	$2M	Sell	44,108 -78	-0.2%	-$3.41K	1.5%	17
2023 Q2	$1.79M	Buy	44,186 +3,652	+9%	+$149K	1.35%	17
2023 Q1	$1.68M	Sell	40,534 -3,706	-8%	-$158K	1.35%	17
2022 Q4	$1.93M	Sell	44,240 -21,378	-33%	-$931K	1.62%	14
2022 Q3	$2.36M	Sell	65,618 -10,120	-13%	-$383K	1.96%	15
2022 Q2	$2.71M	Buy	75,738 +30,754	+68%	+$1.23M	1.89%	14
2022 Q1	$1.72M	Buy	+44,984	New	+$1.56M	1.02%	25
2020 Q1	–	Sell	-48	Closed	-$1K	–	354
2019 Q4	$1K	Buy	+48	New	+$1.42K	﹤0.01%	369

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 22.9% 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 Wealth Alliance's XLE Position: Q2 2026 in Review

Capital Wealth Alliance increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.8% in Q2 2026, buying an estimated $38.1K and bringing the position to 24,086 shares worth $1.28M. The position accounts for 0.59% of the portfolio, ranked #31.

Capital Wealth Alliance first reported a position in XLE in Q4 2019 and has held it in 19 quarters since. The position peaked at $3.12M in Q1 2024. 2,048 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Capital Wealth Alliance held 24,086 shares of State Street Energy Select Sector SPDR ETF worth $1.28M as of Q2 2026.
Capital Wealth Alliance bought 666 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $38.1K.
State Street Energy Select Sector SPDR ETF made up 0.59% of Capital Wealth Alliance's portfolio in Q2 2026, its #31 holding.
Capital Wealth Alliance first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and has held it in 19 quarters since.
Capital Wealth Alliance's State Street Energy Select Sector SPDR ETF position peaked at $3.12M in Q1 2024.
2,048 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Capital Wealth Alliance's 13F filing for Q2 2026, filed 31 Jul 2026.