U.S. Capital Wealth Advisors, LLC / XLE
U.S. Capital Wealth Advisors, LLC’s Select Sector Spdr Tr Position
Does U.S. Capital Wealth Advisors, LLC own Select Sector Spdr Tr (XLE)? Yes — 176.4K shares worth $11M (+0.27% of its 13F portfolio) as of Q1 2026, up from 176.3K shares the prior filed quarter.
Position Value
$11M
Q1 2026
Shares
176.4K
% of Portfolio
+0.27%
Quarters Held
19
currently held
Position History XLE
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 176.4K | $11M | +0.27% |
| Q4 2025 | 176.3K | $8M | +0.21% |
| Q3 2025 | 92.0K | $8M | +0.22% |
| Q2 2025 | 94.3K | $8M | +0.23% |
| Q1 2025 | 93.3K | $9M | +0.27% |
| Q4 2024 | 89.9K | $8M | +0.24% |
| Q3 2024 | 165.9K | $15M | +0.51% |
| Q2 2024 | 167.5K | $15M | +0.58% |
| Q1 2024 | 170.0K | $16M | +0.62% |
| Q4 2023 | 187.3K | $16M | +0.62% |
| Q3 2023 | 189.1K | $17M | +0.77% |
| Q2 2023 | 188.1K | $15M | +0.72% |
| Q1 2023 | 185.4K | $15M | +0.71% |
| Q4 2022 | 213.6K | $19M | +0.87% |
| Q3 2022 | 245.5K | $18M | +0.89% |
| Q2 2022 | 248.6K | $18M | +0.78% |
| Q1 2022 | 231.2K | $18M | +0.65% |
| Q4 2021 | 177.8K | $10M | +0.39% |
| Q3 2021 | 133.9K | $7M | +0.30% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See U.S. Capital Wealth Advisors, LLC’s full portfolio or all institutional holders of XLE.