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 Q2	$214K	Hold	4,720	–	–	0.13%	120
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Capstone Wealth Management Group (Oregon) held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 4,720 shares worth $214K. The position accounts for 0.13% of the portfolio, ranked #120.

Capstone Wealth Management Group (Oregon) first reported a position in XLU in Q4 2025 and has held it in 3 quarters since. The position peaked at $217K in Q1 2026. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Capstone Wealth Management Group (Oregon) held 4,720 shares of State Street Utilities Select Sector SPDR ETF worth $214K as of Q2 2026.
Capstone Wealth Management Group (Oregon) left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.13% of Capstone Wealth Management Group (Oregon)'s portfolio in Q2 2026, its #120 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 3 quarters since.
Capstone Wealth Management Group (Oregon)'s State Street Utilities Select Sector SPDR ETF position peaked at $217K in Q1 2026.
1,577 funds tracked by Wall St. Rank held State Street Utilities 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.