Capstone Triton Financial Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-2,376	Closed	-$358K	–	127
2026 Q1	$358K	Buy	+2,376	New	+$366K	0.62%	34
2024 Q4	–	Sell	-1,307	Closed	-$201K	–	113
2024 Q3	$201K	Buy	+1,307	New	+$198K	0.13%	109
2022 Q1	–	Sell	-1,753	Closed	-$248K	–	122
2021 Q4	$248K	Hold	1,753	–	–	0.5%	71
2021 Q3	$231K	Buy	1,753 +144	+9%	+$19K	0.14%	110
2021 Q2	$203K	Sell	1,609 -181	-10%	-$22.2K	0.12%	116
2021 Q1	$209K	Buy	1,790 +28	+2%	+$3.23K	0.14%	111
2020 Q4	$200K	Buy	+1,762	New	+$192K	0.12%	109

Other funds holding XLV

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

Capstone Triton Financial Group sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026, closing a stake of 2,376 shares — an estimated $358K sold.

Capstone Triton Financial Group first reported a position in XLV in Q4 2020 and held it in 7 quarters. The position peaked at $358K in Q1 2026. 1,866 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Capstone Triton Financial Group reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Capstone Triton Financial Group sold 2,376 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $358K.
Capstone Triton Financial Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2020 and held it in 7 quarters.
Capstone Triton Financial Group's State Street Health Care Select Sector SPDR ETF position peaked at $358K in Q1 2026.
1,866 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

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