Capital Advisors Inc’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Capital Advisors 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	$406K	Hold	4,884	–	–	0.01%	264
2026 Q1	$400K	Hold	4,884	–	–	0.01%	254
2025 Q4	$379K	Hold	4,884	–	–	0.01%	240
2025 Q3	$383K	Hold	4,884	–	–	0.01%	229
2025 Q2	$395K	Hold	4,884	–	–	0.01%	221
2025 Q1	$399K	Sell	4,884 -9	-0.2%	-$718	0.01%	216
2024 Q4	$385K	Buy	4,893 +9	+0.2%	+$731	0.01%	217
2024 Q3	$405K	Sell	4,884 -6	-0.1%	-$482	0.01%	215
2024 Q2	$375K	Hold	4,890	–	–	0.01%	224
2024 Q1	$373K	Hold	4,890	–	–	0.01%	220
2023 Q4	$352K	Sell	4,890 -710	-13%	-$49.2K	0.01%	232
2023 Q3	$385K	Buy	5,600 +385	+7%	+$28.2K	0.01%	187
2023 Q2	$387K	Buy	5,215 +50	+1%	+$3.75K	0.01%	192
2023 Q1	$386K	Buy	5,165 +100	+2%	+$7.32K	0.01%	187
2022 Q4	$378K	Buy	5,065 +175	+4%	+$12.8K	0.01%	187
2022 Q3	$330K	Sell	4,890 -196	-4%	-$14.4K	0.01%	188
2022 Q2	$367K	Buy	5,086 +202	+4%	+$15.2K	0.01%	188
2022 Q1	$371K	Hold	4,884	–	–	0.01%	190
2021 Q4	$377K	Sell	4,884 -1	-0%	-$72	0.01%	193
2021 Q3	$336K	Sell	4,885 -204	-4%	-$14.5K	0.01%	187
2021 Q2	$356K	Sell	5,089 -81	-2%	-$5.67K	0.01%	185
2021 Q1	$353K	Sell	5,170 -131	-2%	-$8.61K	0.01%	180
2020 Q4	$358K	Buy	+5,301	New	+$350K	0.01%	160

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capital Advisors Inc's XLP Position: Q2 2026 in Review

Capital Advisors Inc held its State Street Consumer Staples Select Sector SPDR ETF (XLP) position steady in Q2 2026 at 4,884 shares worth $406K. The position accounts for 0.01% of the portfolio, ranked #264.

Capital Advisors Inc first reported a position in XLP in Q4 2020 and has held it in 23 quarters since. 1,238 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Capital Advisors Inc held 4,884 shares of State Street Consumer Staples Select Sector SPDR ETF worth $406K as of Q2 2026.
Capital Advisors Inc left its State Street Consumer Staples Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Consumer Staples Select Sector SPDR ETF made up 0.01% of Capital Advisors Inc's portfolio in Q2 2026, its #264 holding.
Capital Advisors Inc first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
1,238 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.