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

Capital Wealth Planning’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	$2.96M	Buy	55,769 +49,913	+852%	+$2.85M	0.01%	123
2026 Q1	$359K	Buy	+5,856	New	+$314K	﹤0.01%	140
2023 Q4	–	Sell	-24,562	Closed	-$1.11M	–	166
2023 Q3	$1.11M	Sell	24,562 -28,902	-54%	-$1.26M	0.01%	56
2023 Q2	$2.17M	Buy	53,464 +1,662	+3%	+$67.7K	0.03%	40
2023 Q1	$2.15M	Buy	51,802 +21,070	+69%	+$901K	0.03%	39
2022 Q4	$1.34M	Sell	30,732 -28,406	-48%	-$1.24M	0.02%	50
2022 Q3	$2.13M	Buy	59,138 +21,950	+59%	+$830K	0.04%	37
2022 Q2	$1.33M	Sell	37,188 -630	-2%	-$25.3K	0.03%	44
2022 Q1	$1.45M	Sell	37,818 -74,474	-66%	-$2.58M	0.03%	44
2021 Q4	$4.09M	Buy	112,292 +50,246	+81%	+$1.42M	0.09%	31
2021 Q3	$1.62M	Buy	+62,046	New	+$1.54M	0.04%	38
2021 Q2	–	Sell	-68,054	Closed	-$1.67M	–	145
2021 Q1	$1.67M	Sell	68,054 -120,574	-64%	-$2.78M	0.05%	42
2020 Q4	$3.97M	Buy	+188,628	New	+$3.25M	0.15%	29
2020 Q1	–	Sell	-52,208	Closed	-$1.57M	–	271
2019 Q4	$1.57M	Sell	52,208 -2,816	-5%	-$83.5K	0.09%	61
2019 Q3	$1.62M	Buy	55,024 +43,282	+369%	+$1.31M	0.1%	60
2019 Q2	$374K	Buy	+11,742	New	+$376K	0.03%	155
2017 Q3	–	Sell	-6,510	Closed	-$211K	–	203
2017 Q2	$211K	Buy	+6,510	New	+$219K	0.03%	97

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 Wealth Planning's XLE Position: Q2 2026 in Review

Capital Wealth Planning increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 852% in Q2 2026, buying an estimated $2.85M and bringing the position to 55,769 shares worth $2.96M. The position accounts for 0.01% of the portfolio, ranked #123.

Capital Wealth Planning first reported a position in XLE in Q2 2017 and has held it in 17 quarters since. The position peaked at $4.09M in Q4 2021. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Capital Wealth Planning held 55,769 shares of State Street Energy Select Sector SPDR ETF worth $2.96M as of Q2 2026.
Capital Wealth Planning bought 49,913 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $2.85M.
State Street Energy Select Sector SPDR ETF made up 0.01% of Capital Wealth Planning's portfolio in Q2 2026, its #123 holding.
Capital Wealth Planning first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2017 and has held it in 17 quarters since.
Capital Wealth Planning's State Street Energy Select Sector SPDR ETF position peaked at $4.09M in Q4 2021.
2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Capital Wealth Planning's 13F filing for Q2 2026, filed 14 Aug 2026.