Capstone Financial Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Capstone Financial Advisors's XLE Position: Q2 2026 in Review
Capstone Financial Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 4,030 shares — an estimated $247K sold.
Capstone Financial Advisors first reported a position in XLE in Q2 2024 and held it in 3 quarters. The position peaked at $247K in Q1 2026. 2,028 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Capstone Financial Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
- Capstone Financial Advisors sold 4,030 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $247K.
- Capstone Financial Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2024 and held it in 3 quarters.
- Capstone Financial Advisors's State Street Energy Select Sector SPDR ETF position peaked at $247K in Q1 2026.
- 2,028 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.