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

Capstone Wealth Management Group, Inc.’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$214K Buy
+4,720
New +$214K 0.13% 120

Other funds holding XLU

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 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
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

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

Capstone Wealth Management Group, Inc. opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026: 4,720 shares worth $214K. The stake represents 0.13% of the portfolio and ranks #120 among its holdings.

624 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Capstone Wealth Management Group, Inc. held 4,720 shares of State Street Utilities Select Sector SPDR ETF worth $214K as of Q2 2026.
  • State Street Utilities Select Sector SPDR ETF was a new Capstone Wealth Management Group, Inc. position in Q2 2026.
  • State Street Utilities Select Sector SPDR ETF made up 0.13% of Capstone Wealth Management Group, Inc.'s portfolio in Q2 2026, its #120 holding.
  • 624 funds tracked by Wall St. Rank held State Street Utilities 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.