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 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

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

Capstone Wealth Management Group (Oregon)'s XLE Position: Q2 2026 in Review

Capstone Wealth Management Group (Oregon) increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 3.8% in Q2 2026, buying an estimated $122K and bringing the position to 58,866 shares worth $3.13M. The position accounts for 1.88% of the portfolio, ranked #17.

Capstone Wealth Management Group (Oregon) first reported a position in XLE in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.48M in Q1 2026. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Capstone Wealth Management Group (Oregon) held 58,866 shares of State Street Energy Select Sector SPDR ETF worth $3.13M as of Q2 2026.
Capstone Wealth Management Group (Oregon) bought 2,140 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $122K.
State Street Energy Select Sector SPDR ETF made up 1.88% of Capstone Wealth Management Group (Oregon)'s portfolio in Q2 2026, its #17 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 7 quarters since.
Capstone Wealth Management Group (Oregon)'s State Street Energy Select Sector SPDR ETF position peaked at $3.48M in Q1 2026.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q2 2026, filed 27 Jul 2026.