Capstone Wealth Management Group (Oregon)’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Capstone Wealth Management Group (Oregon)’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	$3.59M	Sell	58,367 -499	-0.8%	-$30.2K	2.11%	13
2026 Q2	$3.13M	Buy	58,866 +2,140	+4%	+$122K	1.88%	17
2026 Q1	$3.48M	Sell	56,726 -99	-0.2%	-$5.31K	2.14%	14
2025 Q4	$2.54M	Buy	56,825 +151	+0.3%	+$6.72K	1.54%	21
2025 Q3	$2.53M	Buy	56,674 +1,170	+2%	+$51.2K	1.62%	18
2025 Q2	$2.35M	Sell	55,504 -3,284	-6%	-$137K	1.71%	18
2025 Q1	$2.75M	Sell	58,788 -5,940	-9%	-$268K	2.19%	15
2024 Q4	$2.77M	Buy	+64,728	New	+$2.94M	2.11%	14

Other funds holding XLE

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $641M AUM 25.36% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Capstone Wealth Management Group (Oregon)'s XLE Position: Q3 2026 in Review

Capstone Wealth Management Group (Oregon) reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.85% in Q3 2026, selling an estimated $30.2K and leaving 58,367 shares worth $3.59M. The position accounts for 2.11% of the portfolio, ranked #13.

Capstone Wealth Management Group (Oregon) first reported a position in XLE in Q4 2024 and has held it in 8 quarters since. 916 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Capstone Wealth Management Group (Oregon) held 58,367 shares of State Street Energy Select Sector SPDR ETF worth $3.59M as of Q3 2026.
Capstone Wealth Management Group (Oregon) sold 499 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $30.2K.
State Street Energy Select Sector SPDR ETF made up 2.11% of Capstone Wealth Management Group (Oregon)'s portfolio in Q3 2026, its #13 holding.
Capstone Wealth Management Group (Oregon) first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 8 quarters since.
916 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q3 2026, filed 19 Oct 2026.