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

Capstone Wealth Management Group (Oregon)’s Portfolio XLP Stock Details XLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.91M	Sell	23,024 -174	-0.8%	-$14.5K	1.15%	27
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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capstone Wealth Management Group (Oregon)'s XLP Position: Q2 2026 in Review

Capstone Wealth Management Group (Oregon) reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 0.75% in Q2 2026, selling an estimated $14.5K and leaving 23,024 shares worth $1.91M. The position accounts for 1.15% of the portfolio, ranked #27.

Capstone Wealth Management Group (Oregon) first reported a position in XLP in Q4 2024 and has held it in 7 quarters since. 1,241 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Capstone Wealth Management Group (Oregon) held 23,024 shares of State Street Consumer Staples Select Sector SPDR ETF worth $1.91M as of Q2 2026.
Capstone Wealth Management Group (Oregon) sold 174 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $14.5K.
State Street Consumer Staples Select Sector SPDR ETF made up 1.15% of Capstone Wealth Management Group (Oregon)'s portfolio in Q2 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 7 quarters since.
1,241 funds tracked by Wall St. Rank held State Street Consumer Staples 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.