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

Vanguard 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 Q2	$1.4M	Buy	+26,406	New	+$1.51M	0.95%	23
2019 Q3	–	Sell	-8,302	Closed	-$264K	–	136
2019 Q2	$264K	Buy	+8,302	New	+$266K	0.32%	86

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

Vanguard Capital Wealth Advisors's XLE Position: Q2 2026 in Review

Vanguard Capital Wealth Advisors opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026: 26,406 shares worth $1.4M. The stake represents 0.95% of the portfolio and ranks #23 among its holdings. This is a return to the name: Vanguard Capital Wealth Advisors previously reported a position in XLE as recently as Q2 2019.

Vanguard Capital Wealth Advisors first reported a position in XLE in Q2 2019 and has held it in 2 quarters since. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Vanguard Capital Wealth Advisors held 26,406 shares of State Street Energy Select Sector SPDR ETF worth $1.4M as of Q2 2026.
State Street Energy Select Sector SPDR ETF was a new Vanguard Capital Wealth Advisors position in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.95% of Vanguard Capital Wealth Advisors's portfolio in Q2 2026, its #23 holding.
Vanguard Capital Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2019 and has held it in 2 quarters since.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.