Capstone Wealth Management Group (Pennsylvania)’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-19,591	Closed	-$616K	–	63
2022 Q2	$616K	Buy	19,591 +1,265	+7%	+$43.7K	0.74%	31
2022 Q1	$702K	Buy	18,326 +600	+3%	+$23.5K	0.7%	33
2021 Q4	$692K	Buy	+17,726	New	+$697K	0.56%	36

Other funds holding XLF

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Capstone Wealth Management Group (Pennsylvania)'s XLF Position: Q3 2022 in Review

Capstone Wealth Management Group (Pennsylvania) sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2022, closing a stake of 19,591 shares — an estimated $616K sold.

Capstone Wealth Management Group (Pennsylvania) first reported a position in XLF in Q4 2021 and held it in 3 quarters. The position peaked at $702K in Q1 2022. 1,304 funds tracked by Wall St. Rank hold XLF as of Q3 2022.

Capstone Wealth Management Group (Pennsylvania) reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
Capstone Wealth Management Group (Pennsylvania) sold 19,591 State Street Financial Select Sector SPDR ETF shares in Q3 2022, an estimated $616K.
Capstone Wealth Management Group (Pennsylvania) first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and held it in 3 quarters.
Capstone Wealth Management Group (Pennsylvania)'s State Street Financial Select Sector SPDR ETF position peaked at $702K in Q1 2022.
1,304 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2022.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q3 2022, filed 10 Nov 2022.