Capstone Wealth Management Group »

Financial Select Sector SPDR shares owned by Capstone Wealth Management Group

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Capstone Wealth Management Group from 13F filings

Historical chart of Capstone Wealth Management Group investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Financial Select Sector SPDR held by Capstone Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Financial Select Sector SPDR by Capstone Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.5M 102k 53.87
2025-06-30 $5.4M 103k 52.37
2025-03-31 $5.2M 105k 49.81
2024-12-31 $5.2M 108k 48.33

More positions owned by Capstone Wealth Management Group

Apple (AAPL)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Financial (XLF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)
Exxon Mobil Corporation (XOM)
Ishares Tr Us Aer Def Etf (ITA)
Wheaton Precious Metals Corp (WPM)
Spdr Series Trust Bloomberg 3-12 M (BILS)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vaneck Etf Trust Gold Miners Etf (GDX)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Capstone Wealth Management Group

Top funds holding Financial Select Sector SPDR

Jpmorgan Chase & Co
Susquehanna International
Wells Fargo & Company
Morgan Stanley
Millennium Management
Jane Street
Goldman Sachs Group
UBS Group
Balyasny Asset Management
LPL Financial
Parallax Volatility Advisers
Envestnet Asset Management
Royal Bank of Canada
Citadel Advisors
Barclays

View all funds holding Financial Select Sector SPDR