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 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 $1.37T 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

Kapstone Financial Advisors's XLE Position: Q1 2026 in Review

Kapstone Financial Advisors held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q1 2026 at 8,176 shares worth $501K. The position accounts for 0.25% of the portfolio, ranked #70.

Kapstone Financial Advisors first reported a position in XLE in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.41M in Q1 2023. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Kapstone Financial Advisors held 8,176 shares of State Street Energy Select Sector SPDR ETF worth $501K as of Q1 2026.
Kapstone Financial Advisors left its State Street Energy Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Energy Select Sector SPDR ETF made up 0.25% of Kapstone Financial Advisors's portfolio in Q1 2026, its #70 holding.
Kapstone Financial Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
Kapstone Financial Advisors's State Street Energy Select Sector SPDR ETF position peaked at $1.41M in Q1 2023.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.