Capstone Triton Financial Group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-2,416	Closed	-$276K	–	128
2026 Q1	$276K	Buy	+2,416	New	+$282K	0.48%	44
2022 Q1	–	Sell	-2,204	Closed	-$226K	–	123
2021 Q4	$226K	Hold	2,204	–	–	0.46%	74
2021 Q3	$218K	Buy	+2,204	New	+$200K	0.13%	113
2021 Q2	–	Sell	-2,422	Closed	-$204K	–	126
2021 Q1	$204K	Buy	2,422 +8	+0.3%	+$665	0.13%	113
2020 Q4	$194K	Buy	+2,414	New	+$186K	0.12%	114

Other funds holding XLY

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

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

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

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

Capstone Triton Financial Group sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026, closing a stake of 2,416 shares — an estimated $276K sold.

Capstone Triton Financial Group first reported a position in XLY in Q4 2020 and held it in 5 quarters. The position peaked at $276K in Q1 2026. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Capstone Triton Financial Group reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Capstone Triton Financial Group sold 2,416 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $276K.
Capstone Triton Financial Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2020 and held it in 5 quarters.
Capstone Triton Financial Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $276K in Q1 2026.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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