U.S. Capital Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

U.S. Capital Wealth 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	$10.8M	Buy	176,385 +64	+0%	+$3.43K	0.27%	81
2025 Q4	$7.88M	Sell	176,321 -7,759	-4%	-$346K	0.21%	125
2025 Q3	$8.22M	Sell	184,080 -4,434	-2%	-$194K	0.22%	117
2025 Q2	$7.99M	Buy	188,514 +1,970	+1%	+$82K	0.23%	115
2025 Q1	$8.72M	Buy	186,544 +6,806	+4%	+$307K	0.27%	97
2024 Q4	$7.7M	Sell	179,738 -152,082	-46%	-$6.91M	0.24%	94
2024 Q3	$14.6M	Sell	331,820 -3,104	-0.9%	-$139K	0.51%	48
2024 Q2	$15.3M	Sell	334,924 -5,066	-1%	-$236K	0.58%	35
2024 Q1	$16M	Sell	339,990 -34,642	-9%	-$1.49M	0.62%	30
2023 Q4	$15.7M	Sell	374,632 -3,476	-0.9%	-$149K	0.62%	29
2023 Q3	$17.1M	Buy	378,108 +1,862	+0.5%	+$81.5K	0.77%	22
2023 Q2	$15.3M	Buy	376,246 +5,410	+1%	+$220K	0.72%	26
2023 Q1	$15.4M	Sell	370,836 -56,338	-13%	-$2.41M	0.71%	24
2022 Q4	$18.7M	Sell	427,174 -63,758	-13%	-$2.78M	0.87%	19
2022 Q3	$17.7M	Sell	490,932 -6,340	-1%	-$240K	0.89%	18
2022 Q2	$17.8M	Buy	497,272 +34,862	+8%	+$1.4M	0.78%	21
2022 Q1	$17.7M	Buy	462,410 +106,856	+30%	+$3.7M	0.65%	28
2021 Q4	$9.87M	Buy	355,554 +87,738	+33%	+$2.48M	0.39%	60
2021 Q3	$6.88M	Buy	+267,816	New	+$6.63M	0.3%	80

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

U.S. Capital Wealth Advisors's XLE Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.04% in Q1 2026, buying an estimated $3.43K and bringing the position to 176,385 shares worth $10.8M. The position accounts for 0.27% of the portfolio, ranked #81.

U.S. Capital Wealth Advisors first reported a position in XLE in Q3 2021 and has held it in 19 quarters since. The position peaked at $18.7M in Q4 2022. 2,113 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

U.S. Capital Wealth Advisors held 176,385 shares of State Street Energy Select Sector SPDR ETF worth $10.8M as of Q1 2026.
U.S. Capital Wealth Advisors bought 64 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $3.43K.
State Street Energy Select Sector SPDR ETF made up 0.27% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #81 holding.
U.S. Capital Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $18.7M in Q4 2022.
2,113 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.