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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$633K	Sell	5,806 -210	-3%	-$24.5K	0.39%	55
2025 Q4	$718K	Hold	6,016	–	–	0.44%	53
2025 Q3	$721K	Hold	6,016	–	–	0.46%	52
2025 Q2	$654K	Sell	6,016 -462	-7%	-$47.2K	0.48%	51
2025 Q1	$640K	Sell	6,478 -560	-8%	-$60.7K	0.51%	47
2024 Q4	$789K	Buy	+7,038	New	+$753K	0.6%	45

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Capstone Wealth Management Group (Oregon) reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 3.5% in Q1 2026, selling an estimated $24.5K and leaving 5,806 shares worth $633K. The position accounts for 0.39% of the portfolio, ranked #55.

Capstone Wealth Management Group (Oregon) first reported a position in XLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $789K in Q4 2024. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Capstone Wealth Management Group (Oregon) held 5,806 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $633K as of Q1 2026.
Capstone Wealth Management Group (Oregon) sold 210 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $24.5K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.39% of Capstone Wealth Management Group (Oregon)'s portfolio in Q1 2026, its #55 holding.
Capstone Wealth Management Group (Oregon) first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Capstone Wealth Management Group (Oregon)'s State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $789K in Q4 2024.
1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary 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.