Capstone Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Capstone Wealth Management's XLE Position: Q2 2026 in Review
Capstone Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.73% in Q2 2026, buying an estimated $2.29K and bringing the position to 5,530 shares worth $293K. The position accounts for 0.22% of the portfolio, ranked #34.
Capstone Wealth Management first reported a position in XLE in Q4 2025 and has held it in 3 quarters since. The position peaked at $325K in Q1 2026. 2,033 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Capstone Wealth Management held 5,530 shares of State Street Energy Select Sector SPDR ETF worth $293K as of Q2 2026.
- Capstone Wealth Management bought 40 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $2.29K.
- State Street Energy Select Sector SPDR ETF made up 0.22% of Capstone Wealth Management's portfolio in Q2 2026, its #34 holding.
- Capstone Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
- Capstone Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $325K in Q1 2026.
- 2,033 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Capstone Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.