Capstone Wealth Management Group (Oregon)’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.9M Sell
23,198
-429
-2% -$36.1K 1.17% 27
2025
Q4
$1.84M Buy
23,627
+12
+0.1% +$937 1.11% 28
2025
Q3
$1.85M Buy
23,615
+75
+0.3% +$6.06K 1.18% 27
2025
Q2
$1.91M Buy
23,540
+514
+2% +$41.7K 1.39% 22
2025
Q1
$1.88M Buy
23,026
+209
+0.9% +$16.7K 1.5% 20
2024
Q4
$1.79M Buy
+22,817
New +$1.85M 1.36% 22

Other funds holding XLP

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

Capstone Wealth Management Group (Oregon) reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 1.8% in Q1 2026, selling an estimated $36.1K and leaving 23,198 shares worth $1.9M. The position accounts for 1.17% of the portfolio, ranked #27.

Capstone Wealth Management Group (Oregon) first reported a position in XLP in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.91M in Q2 2025. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

  • Capstone Wealth Management Group (Oregon) held 23,198 shares of State Street Consumer Staples Select Sector SPDR ETF worth $1.9M as of Q1 2026.
  • Capstone Wealth Management Group (Oregon) sold 429 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $36.1K.
  • State Street Consumer Staples Select Sector SPDR ETF made up 1.17% of Capstone Wealth Management Group (Oregon)'s portfolio in Q1 2026, its #27 holding.
  • Capstone Wealth Management Group (Oregon) first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
  • Capstone Wealth Management Group (Oregon)'s State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.91M in Q2 2025.
  • 1,247 funds tracked by Wall St. Rank held State Street Consumer Staples 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.