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Capstone Wealth Management Group, Inc.’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Capstone Wealth Management Group, Inc.’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
2026
Q2 		$4.63M Buy
+86,334
New +$4.49M 2.79% 8

Other funds holding XLF

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

Capstone Wealth Management Group, Inc. opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 86,334 shares worth $4.63M. The stake represents 2.79% of the portfolio and ranks #8 among its holdings.

772 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Capstone Wealth Management Group, Inc. held 86,334 shares of State Street Financial Select Sector SPDR ETF worth $4.63M as of Q2 2026.
  • State Street Financial Select Sector SPDR ETF was a new Capstone Wealth Management Group, Inc. position in Q2 2026.
  • State Street Financial Select Sector SPDR ETF made up 2.79% of Capstone Wealth Management Group, Inc.'s portfolio in Q2 2026, its #8 holding.
  • 772 funds tracked by Wall St. Rank held State Street Financial 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.