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Capstone Wealth Management Group, Inc.’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Capstone Wealth Management Group, Inc.’s Portfolio XLC Stock Details XLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$843K Buy
+7,871
New +$897K 0.51% 46

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WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Capstone Wealth Management Group, Inc.'s XLC Position: Q2 2026 in Review

Capstone Wealth Management Group, Inc. opened a new position in State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2026: 7,871 shares worth $843K. The stake represents 0.51% of the portfolio and ranks #46 among its holdings.

439 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • Capstone Wealth Management Group, Inc. held 7,871 shares of State Street Communication Services Select Sector SPDR ETF worth $843K as of Q2 2026.
  • State Street Communication Services Select Sector SPDR ETF was a new Capstone Wealth Management Group, Inc. position in Q2 2026.
  • State Street Communication Services Select Sector SPDR ETF made up 0.51% of Capstone Wealth Management Group, Inc.'s portfolio in Q2 2026, its #46 holding.
  • 439 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Capstone Wealth Management Group, Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.