Capstone Triton Financial Group’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Capstone Triton Financial Group’s Portfolio XLC Stock Details XLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-2,184	Closed	-$250K	–	126
2026 Q1	$250K	Buy	+2,184	New	+$253K	0.44%	50
2022 Q1	–	Sell	-2,584	Closed	-$204K	–	119
2021 Q4	$204K	Hold	2,584	–	–	0.41%	82
2021 Q3	$209K	Sell	2,584 -65	-2%	-$5.38K	0.13%	118
2021 Q2	$214K	Sell	2,649 -266	-9%	-$20.7K	0.13%	112
2021 Q1	$214K	Buy	2,915 +45	+2%	+$3.2K	0.14%	109
2020 Q4	$194K	Buy	+2,870	New	+$183K	0.12%	113

Other funds holding XLC

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Capstone Triton Financial Group's XLC Position: Q2 2026 in Review

Capstone Triton Financial Group sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2026, closing a stake of 2,184 shares — an estimated $250K sold.

Capstone Triton Financial Group first reported a position in XLC in Q4 2020 and held it in 6 quarters. The position peaked at $250K in Q1 2026. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Capstone Triton Financial Group reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Capstone Triton Financial Group sold 2,184 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $250K.
Capstone Triton Financial Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2020 and held it in 6 quarters.
Capstone Triton Financial Group's State Street Communication Services Select Sector SPDR ETF position peaked at $250K in Q1 2026.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Capstone Triton Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.