Capstone Wealth Management Group (Oregon)’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Capstone Wealth Management Group (Oregon)’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
2026 Q1	$4.6M	Sell	93,079 -4,848	-5%	-$253K	2.83%	8
2025 Q4	$5.36M	Sell	97,927 -3,997	-4%	-$213K	3.25%	5
2025 Q3	$5.49M	Sell	101,924 -1,099	-1%	-$58.2K	3.51%	4
2025 Q2	$5.4M	Sell	103,023 -2,237	-2%	-$111K	3.93%	4
2025 Q1	$5.24M	Sell	105,260 -2,434	-2%	-$122K	4.19%	6
2024 Q4	$5.2M	Buy	+107,694	New	+$5.21M	3.95%	4

Other funds holding XLF

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

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

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

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

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capstone Wealth Management Group (Oregon)'s XLF Position: Q1 2026 in Review

Capstone Wealth Management Group (Oregon) reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 5% in Q1 2026, selling an estimated $253K and leaving 93,079 shares worth $4.6M. The position accounts for 2.83% of the portfolio, ranked #8.

Capstone Wealth Management Group (Oregon) first reported a position in XLF in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.49M in Q3 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Capstone Wealth Management Group (Oregon) held 93,079 shares of State Street Financial Select Sector SPDR ETF worth $4.6M as of Q1 2026.
Capstone Wealth Management Group (Oregon) sold 4,848 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $253K.
State Street Financial Select Sector SPDR ETF made up 2.83% of Capstone Wealth Management Group (Oregon)'s portfolio in Q1 2026, its #8 holding.
Capstone Wealth Management Group (Oregon) first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Capstone Wealth Management Group (Oregon)'s State Street Financial Select Sector SPDR ETF position peaked at $5.49M in Q3 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q1 2026, filed 16 Apr 2026.