Kapstone Financial Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Kapstone Financial Advisors’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	$445K	Buy	8,383 +207	+3%	+$11.8K	0.19%	84
2026 Q1	$501K	Hold	8,176	–	–	0.25%	70
2025 Q4	$366K	Sell	8,176 -734	-8%	-$32.7K	0.18%	70
2025 Q3	$398K	Sell	8,910 -2,354	-21%	-$103K	0.19%	66
2025 Q2	$478K	Sell	11,264 -4,642	-29%	-$193K	0.24%	61
2025 Q1	$743K	Sell	15,906 -328	-2%	-$14.8K	0.42%	40
2024 Q4	$728K	Sell	16,234 -8,662	-35%	-$394K	0.39%	40
2024 Q3	$1.09M	Sell	24,896 -2,728	-10%	-$122K	0.66%	30
2024 Q2	$1.26M	Sell	27,624 -310	-1%	-$14.4K	0.83%	26
2024 Q1	$1.32M	Sell	27,934 -1,892	-6%	-$81.3K	0.9%	24
2023 Q4	$1.25M	Sell	29,826 -1,070	-3%	-$45.8K	0.98%	21
2023 Q3	$1.4M	Hold	30,896	–	–	1.26%	16
2023 Q2	$1.35M	Sell	30,896 -1,488	-5%	-$60.6K	1.11%	19
2023 Q1	$1.41M	Buy	32,384 +2,230	+7%	+$95.3K	1.27%	16
2022 Q4	$1.3M	Buy	+30,154	New	+$1.31M	1.18%	17

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

Kapstone Financial Advisors's XLE Position: Q2 2026 in Review

Kapstone Financial Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.5% in Q2 2026, buying an estimated $11.8K and bringing the position to 8,383 shares worth $445K. The position accounts for 0.19% of the portfolio, ranked #84.

Kapstone Financial Advisors first reported a position in XLE in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.41M in Q1 2023. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Kapstone Financial Advisors held 8,383 shares of State Street Energy Select Sector SPDR ETF worth $445K as of Q2 2026.
Kapstone Financial Advisors bought 207 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $11.8K.
State Street Energy Select Sector SPDR ETF made up 0.19% of Kapstone Financial Advisors's portfolio in Q2 2026, its #84 holding.
Kapstone Financial Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
Kapstone Financial Advisors's State Street Energy Select Sector SPDR ETF position peaked at $1.41M in Q1 2023.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.