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

Capstone Wealth Management Group, Inc.’s Portfolio XLY Stock Details XLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$657K Buy
+5,606
New +$654K 0.4% 56

Other funds holding XLY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 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
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

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

Capstone Wealth Management Group, Inc. opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026: 5,606 shares worth $657K. The stake represents 0.4% of the portfolio and ranks #56 among its holdings.

522 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Capstone Wealth Management Group, Inc. held 5,606 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $657K as of Q2 2026.
  • State Street Consumer Discretionary Select Sector SPDR ETF was a new Capstone Wealth Management Group, Inc. position in Q2 2026.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.4% of Capstone Wealth Management Group, Inc.'s portfolio in Q2 2026, its #56 holding.
  • 522 funds tracked by Wall St. Rank held State Street Consumer Discretionary 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.