CWMGI
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Capstone Wealth Management Group, Inc.’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Capstone Wealth Management Group, Inc.’s Portfolio XLV Stock Details XLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.35M Buy
+21,134
New +$3.14M 2.02% 14

Other funds holding XLV

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
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

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

Capstone Wealth Management Group, Inc. opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026: 21,134 shares worth $3.35M. The stake represents 2.02% of the portfolio and ranks #14 among its holdings.

747 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Capstone Wealth Management Group, Inc. held 21,134 shares of State Street Health Care Select Sector SPDR ETF worth $3.35M as of Q2 2026.
  • State Street Health Care Select Sector SPDR ETF was a new Capstone Wealth Management Group, Inc. position in Q2 2026.
  • State Street Health Care Select Sector SPDR ETF made up 2.02% of Capstone Wealth Management Group, Inc.'s portfolio in Q2 2026, its #14 holding.
  • 747 funds tracked by Wall St. Rank held State Street Health Care 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.