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

Capstone Wealth Management Group, Inc.’s Portfolio XLK Stock Details XLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.8M Buy
+46,186
New +$7.89M 5.3% 2

Other funds holding XLK

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
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

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

Capstone Wealth Management Group, Inc. opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 46,186 shares worth $8.8M. The stake represents 5.3% of the portfolio and ranks #2 among its holdings.

1,154 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Capstone Wealth Management Group, Inc. held 46,186 shares of State Street Technology Select Sector SPDR ETF worth $8.8M as of Q2 2026.
  • State Street Technology Select Sector SPDR ETF was a new Capstone Wealth Management Group, Inc. position in Q2 2026.
  • State Street Technology Select Sector SPDR ETF made up 5.3% of Capstone Wealth Management Group, Inc.'s portfolio in Q2 2026, its #2 holding.
  • 1,154 funds tracked by Wall St. Rank held State Street Technology 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.