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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$372K	Sell	1,953 -1,474	-43%	-$252K	0.21%	82
2026 Q1	$472K	Buy	3,427 +1,973	+136%	+$278K	0.82%	27
2025 Q4	$209K	Hold	1,454	–	–	0.14%	85
2025 Q3	$205K	Buy	+1,454	New	+$193K	0.14%	90
2024 Q4	$247K	Sell	2,126 -136	-6%	-$15.8K	0.15%	96
2024 Q3	$255K	Hold	2,262	–	–	0.16%	94
2024 Q2	$256K	Sell	2,262 -8	-0.4%	-$842	0.18%	88
2024 Q1	$236K	Sell	2,270 -228	-9%	-$23.1K	0.17%	90
2023 Q4	$240K	Sell	2,498 -300	-11%	-$26.7K	0.18%	97
2023 Q3	$229K	Hold	2,798	–	–	0.17%	96
2023 Q2	$243K	Hold	2,798	–	–	0.17%	91
2023 Q1	$211K	Buy	+2,798	New	+$193K	0.16%	94
2022 Q1	–	Sell	-3,792	Closed	-$331K	–	121
2021 Q4	$331K	Sell	3,792 -40	-1%	-$3.29K	0.67%	58
2021 Q3	$305K	Sell	3,832 -352	-8%	-$27.2K	0.18%	95
2021 Q2	$309K	Sell	4,184 -372	-8%	-$26.1K	0.19%	93
2021 Q1	$303K	Buy	4,556 +78	+2%	+$5.15K	0.2%	87
2020 Q4	$291K	Buy	+4,478	New	+$273K	0.18%	86

Other funds holding XLK

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

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

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

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

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

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

Capstone Triton Financial Group reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 43% in Q2 2026, selling an estimated $252K and leaving 1,953 shares worth $372K. The position accounts for 0.21% of the portfolio, ranked #82.

Capstone Triton Financial Group first reported a position in XLK in Q4 2020 and has held it in 17 quarters since. The position peaked at $472K in Q1 2026. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Capstone Triton Financial Group held 1,953 shares of State Street Technology Select Sector SPDR ETF worth $372K as of Q2 2026.
Capstone Triton Financial Group sold 1,474 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $252K.
State Street Technology Select Sector SPDR ETF made up 0.21% of Capstone Triton Financial Group's portfolio in Q2 2026, its #82 holding.
Capstone Triton Financial Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 17 quarters since.
Capstone Triton Financial Group's State Street Technology Select Sector SPDR ETF position peaked at $472K in Q1 2026.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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