CWMGI
XLP icon

Capstone Wealth Management Group, Inc.’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Capstone Wealth Management Group, Inc.’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
2026
Q2 		$1.91M Buy
+23,024
New +$1.92M 1.15% 27

Other funds holding XLP

GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

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

Capstone Wealth Management Group, Inc. opened a new position in State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2026: 23,024 shares worth $1.91M. The stake represents 1.15% of the portfolio and ranks #27 among its holdings.

477 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

  • Capstone Wealth Management Group, Inc. held 23,024 shares of State Street Consumer Staples Select Sector SPDR ETF worth $1.91M as of Q2 2026.
  • State Street Consumer Staples Select Sector SPDR ETF was a new Capstone Wealth Management Group, Inc. position in Q2 2026.
  • State Street Consumer Staples Select Sector SPDR ETF made up 1.15% of Capstone Wealth Management Group, Inc.'s portfolio in Q2 2026, its #27 holding.
  • 477 funds tracked by Wall St. Rank held State Street Consumer Staples 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.