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

Capstone Wealth Management Group, Inc.’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 		$346K Buy
+1,870
New +$325K 0.21% 90

Other funds holding XLI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Capstone Wealth Management Group, Inc. opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026: 1,870 shares worth $346K. The stake represents 0.21% of the portfolio and ranks #90 among its holdings.

686 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Capstone Wealth Management Group, Inc. held 1,870 shares of State Street Industrial Select Sector SPDR ETF worth $346K as of Q2 2026.
  • State Street Industrial Select Sector SPDR ETF was a new Capstone Wealth Management Group, Inc. position in Q2 2026.
  • State Street Industrial Select Sector SPDR ETF made up 0.21% of Capstone Wealth Management Group, Inc.'s portfolio in Q2 2026, its #90 holding.
  • 686 funds tracked by Wall St. Rank held State Street Industrial 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.