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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$471K	Buy	+2,912	New	+$489K	0.2%	66
2025 Q4	–	Sell	-41,839	Closed	-$6.45M	–	90
2025 Q3	$6.45M	Buy	+41,839	New	+$6.34M	2.73%	14

Other funds holding XLI

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

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

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

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

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

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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Capstone Wealth Management Group (Pennsylvania)'s XLI Position: Q1 2026 in Review

Capstone Wealth Management Group (Pennsylvania) opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2026: 2,912 shares worth $471K. The stake represents 0.2% of the portfolio and ranks #66 among its holdings. This is a return to the name: Capstone Wealth Management Group (Pennsylvania) previously reported a position in XLI as recently as Q3 2025.

Capstone Wealth Management Group (Pennsylvania) first reported a position in XLI in Q3 2025 and has held it in 2 quarters since. The position peaked at $6.45M in Q3 2025. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Capstone Wealth Management Group (Pennsylvania) held 2,912 shares of State Street Industrial Select Sector SPDR ETF worth $471K as of Q1 2026.
State Street Industrial Select Sector SPDR ETF was a new Capstone Wealth Management Group (Pennsylvania) position in Q1 2026.
State Street Industrial Select Sector SPDR ETF made up 0.2% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q1 2026, its #66 holding.
Capstone Wealth Management Group (Pennsylvania) first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2025 and has held it in 2 quarters since.
Capstone Wealth Management Group (Pennsylvania)'s State Street Industrial Select Sector SPDR ETF position peaked at $6.45M in Q3 2025.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q1 2026, filed 29 Apr 2026.