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

Capstone Wealth Management Group (Pennsylvania)’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	$2.86M	Buy	+46,656	New	+$2.5M	1.2%	23
2023 Q2	–	Sell	-28,258	Closed	-$1.17M	–	62
2023 Q1	$1.17M	Sell	28,258 -4,348	-13%	-$186K	1.3%	16
2022 Q4	$1.43M	Sell	32,606 -3,424	-10%	-$149K	1.53%	17
2022 Q3	$1.3M	Sell	36,030 -2,656	-7%	-$100K	1.66%	17
2022 Q2	$1.38M	Sell	38,686 -12,230	-24%	-$491K	1.67%	16
2022 Q1	$1.95M	Buy	50,916 +6,376	+14%	+$221K	1.94%	14
2021 Q4	$1.24M	Buy	+44,540	New	+$1.26M	1%	23

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 (Pennsylvania)'s XLE Position: Q1 2026 in Review

Capstone Wealth Management Group (Pennsylvania) opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026: 46,656 shares worth $2.86M. The stake represents 1.2% of the portfolio and ranks #23 among its holdings. This is a return to the name: Capstone Wealth Management Group (Pennsylvania) previously reported a position in XLE as recently as Q1 2023.

Capstone Wealth Management Group (Pennsylvania) first reported a position in XLE in Q4 2021 and has held it in 7 quarters since. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Capstone Wealth Management Group (Pennsylvania) held 46,656 shares of State Street Energy Select Sector SPDR ETF worth $2.86M as of Q1 2026.
State Street Energy Select Sector SPDR ETF was a new Capstone Wealth Management Group (Pennsylvania) position in Q1 2026.
State Street Energy Select Sector SPDR ETF made up 1.2% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q1 2026, its #23 holding.
Capstone Wealth Management Group (Pennsylvania) first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 7 quarters since.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q1 2026, filed 29 Apr 2026.