Capstone Triton Financial Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-5,401	Closed	-$211K	–	120
2021 Q4	$211K	Hold	5,401	–	–	0.43%	78
2021 Q3	$219K	Sell	5,401 -157	-3%	-$5.87K	0.13%	112
2021 Q2	$204K	Sell	5,558 -922	-14%	-$33.7K	0.13%	114
2021 Q1	$221K	Buy	6,480 +98	+2%	+$3.15K	0.15%	103
2020 Q4	$188K	Buy	+6,382	New	+$171K	0.12%	117

Other funds holding XLF

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Capstone Triton Financial Group's XLF Position: Q1 2022 in Review

Capstone Triton Financial Group sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2022, closing a stake of 5,401 shares — an estimated $211K sold.

Capstone Triton Financial Group first reported a position in XLF in Q4 2020 and held it in 5 quarters. The position peaked at $221K in Q1 2021. 1,507 funds tracked by Wall St. Rank hold XLF as of Q1 2022.

Capstone Triton Financial Group reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
Capstone Triton Financial Group sold 5,401 State Street Financial Select Sector SPDR ETF shares in Q1 2022, an estimated $211K.
Capstone Triton Financial Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and held it in 5 quarters.
Capstone Triton Financial Group's State Street Financial Select Sector SPDR ETF position peaked at $221K in Q1 2021.
1,507 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2022.

Based on Capstone Triton Financial Group's 13F filing for Q1 2022, filed 12 May 2022.