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 Q2	–	Sell	-2,912	Closed	-$471K	–	109
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capstone Wealth Management Group (Pennsylvania)'s XLI Position: Q2 2026 in Review

Capstone Wealth Management Group (Pennsylvania) sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026, closing a stake of 2,912 shares — an estimated $471K sold.

Capstone Wealth Management Group (Pennsylvania) first reported a position in XLI in Q3 2025 and held it in 2 quarters. The position peaked at $6.45M in Q3 2025. 1,660 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Capstone Wealth Management Group (Pennsylvania) reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Capstone Wealth Management Group (Pennsylvania) sold 2,912 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $471K.
Capstone Wealth Management Group (Pennsylvania) first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2025 and held it in 2 quarters.
Capstone Wealth Management Group (Pennsylvania)'s State Street Industrial Select Sector SPDR ETF position peaked at $6.45M in Q3 2025.
1,660 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q2 2026, filed 30 Jul 2026.