Capstone Wealth Management Group (Oregon)’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History
Bought
Maintained
Sold
Other funds holding XLK
APTFM
Capstone Wealth Management Group (Oregon)'s XLK Position: Q2 2026 in Review
Capstone Wealth Management Group (Oregon) reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.1% in Q2 2026, selling an estimated $88K and leaving 46,186 shares worth $8.8M. The position accounts for 5.3% of the portfolio, ranked #2.
Capstone Wealth Management Group (Oregon) first reported a position in XLK in Q4 2024 and has held it in 7 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.
- Capstone Wealth Management Group (Oregon) held 46,186 shares of State Street Technology Select Sector SPDR ETF worth $8.8M as of Q2 2026.
- Capstone Wealth Management Group (Oregon) sold 515 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $88K.
- State Street Technology Select Sector SPDR ETF made up 5.3% of Capstone Wealth Management Group (Oregon)'s portfolio in Q2 2026, its #2 holding.
- Capstone Wealth Management Group (Oregon) first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
- 2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.
Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q2 2026, filed 27 Jul 2026.