Capstone Wealth Management Group (Pennsylvania)’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-4,000	Closed	-$324K	–	81
2025 Q2	$324K	Sell	4,000 -4,585	-53%	-$372K	0.31%	43
2025 Q1	$701K	Sell	8,585 -40,352	-82%	-$3.22M	0.4%	47
2024 Q4	$3.85M	Sell	48,937 -2,266	-4%	-$184K	2.06%	14
2024 Q3	$4.25M	Buy	51,203 +6,399	+14%	+$514K	2.52%	12
2024 Q2	$3.43M	Buy	44,804 +2,754	+7%	+$210K	2.24%	13
2024 Q1	$3.21M	Buy	42,050 +5,309	+14%	+$393K	2.3%	11
2023 Q4	$2.65M	Sell	36,741 -1,230	-3%	-$85.2K	2.5%	11
2023 Q3	$2.61M	Buy	37,971 +4,922	+15%	+$360K	2.71%	11
2023 Q2	$2.45M	Buy	+33,049	New	+$2.48M	2.53%	13

Other funds holding XLP

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

Goldman Sachs New York $871B AUM 31.28% 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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

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

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

Capstone Wealth Management Group (Pennsylvania)'s XLP Position: Q3 2025 in Review

Capstone Wealth Management Group (Pennsylvania) sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2025, closing a stake of 4,000 shares — an estimated $324K sold.

Capstone Wealth Management Group (Pennsylvania) first reported a position in XLP in Q2 2023 and held it in 9 quarters. The position peaked at $4.25M in Q3 2024. 1,162 funds tracked by Wall St. Rank hold XLP as of Q3 2025.

Capstone Wealth Management Group (Pennsylvania) reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Capstone Wealth Management Group (Pennsylvania) sold 4,000 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2025, an estimated $324K.
Capstone Wealth Management Group (Pennsylvania) first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2023 and held it in 9 quarters.
Capstone Wealth Management Group (Pennsylvania)'s State Street Consumer Staples Select Sector SPDR ETF position peaked at $4.25M in Q3 2024.
1,162 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2025.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q3 2025, filed 12 Nov 2025.