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 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 $1.37T AUM 24.88% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Capstone Triton Financial Group's XLV Position: Q1 2026 in Review

Capstone Triton Financial Group opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2026: 2,376 shares worth $358K. The stake represents 0.62% of the portfolio and ranks #34 among its holdings. This is a return to the name: Capstone Triton Financial Group previously reported a position in XLV as recently as Q3 2024.

Capstone Triton Financial Group first reported a position in XLV in Q4 2020 and has held it in 7 quarters since. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Capstone Triton Financial Group held 2,376 shares of State Street Health Care Select Sector SPDR ETF worth $358K as of Q1 2026.
State Street Health Care Select Sector SPDR ETF was a new Capstone Triton Financial Group position in Q1 2026.
State Street Health Care Select Sector SPDR ETF made up 0.62% of Capstone Triton Financial Group's portfolio in Q1 2026, its #34 holding.
Capstone Triton Financial Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2020 and has held it in 7 quarters since.
1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Capstone Triton Financial Group's 13F filing for Q1 2026, filed 15 May 2026.