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 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 $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Capstone Wealth Management Group (Oregon)'s XLE Position: Q1 2026 in Review

Capstone Wealth Management Group (Oregon) reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.17% in Q1 2026, selling an estimated $5.31K and leaving 56,726 shares worth $3.48M. The position accounts for 2.14% of the portfolio, ranked #14.

Capstone Wealth Management Group (Oregon) first reported a position in XLE in Q4 2024 and has held it in 6 quarters since. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Capstone Wealth Management Group (Oregon) held 56,726 shares of State Street Energy Select Sector SPDR ETF worth $3.48M as of Q1 2026.
Capstone Wealth Management Group (Oregon) sold 99 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $5.31K.
State Street Energy Select Sector SPDR ETF made up 2.14% of Capstone Wealth Management Group (Oregon)'s portfolio in Q1 2026, its #14 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 6 quarters since.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q1 2026, filed 16 Apr 2026.