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

Capstone Wealth Management Group (Oregon)’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$217K Hold
4,720
– – 0.13% 117
2025
Q4 		$201K Buy
+4,720
New +$209K 0.12% 127

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Capstone Wealth Management Group (Oregon) held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q1 2026 at 4,720 shares worth $217K. The position accounts for 0.13% of the portfolio, ranked #117.

Capstone Wealth Management Group (Oregon) first reported a position in XLU in Q4 2025 and has held it in 2 quarters since. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Capstone Wealth Management Group (Oregon) held 4,720 shares of State Street Utilities Select Sector SPDR ETF worth $217K as of Q1 2026.
  • Capstone Wealth Management Group (Oregon) left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q1 2026.
  • State Street Utilities Select Sector SPDR ETF made up 0.13% of Capstone Wealth Management Group (Oregon)'s portfolio in Q1 2026, its #117 holding.
  • Capstone Wealth Management Group (Oregon) first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,587 funds tracked by Wall St. Rank held State Street Utilities 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.