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Capstone Wealth Management Group, Inc.’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Capstone Wealth Management Group, Inc.’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
New +$3.37M 1.88% 17

Other funds holding XLE

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Capstone Wealth Management Group, Inc.'s XLE Position: Q2 2026 in Review

Capstone Wealth Management Group, Inc. opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026: 58,866 shares worth $3.13M. The stake represents 1.88% of the portfolio and ranks #17 among its holdings.

840 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Capstone Wealth Management Group, Inc. held 58,866 shares of State Street Energy Select Sector SPDR ETF worth $3.13M as of Q2 2026.
  • State Street Energy Select Sector SPDR ETF was a new Capstone Wealth Management Group, Inc. position in Q2 2026.
  • State Street Energy Select Sector SPDR ETF made up 1.88% of Capstone Wealth Management Group, Inc.'s portfolio in Q2 2026, its #17 holding.
  • 840 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

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