Capstone Financial Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$233K Sell
2,836
-45
-2% -$3.79K 0.01% 154
2025
Q4
$224K Buy
2,881
+11
+0.4% +$859 0.01% 163
2025
Q3
$225K Buy
2,870
+310
+12% +$25K 0.01% 164
2025
Q2
$207K Buy
2,560
+8
+0.3% +$649 0.01% 159
2025
Q1
$208K Sell
2,552
-46
-2% -$3.67K 0.01% 140
2024
Q4
$204K Sell
2,598
-93
-3% -$7.55K 0.01% 142
2024
Q3
$223K Buy
+2,691
New +$216K 0.01% 131

Other funds holding XLP

Capstone Financial Advisors's XLP Position: Q1 2026 in Review

Capstone Financial Advisors reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 1.6% in Q1 2026, selling an estimated $3.79K and leaving 2,836 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #154.

Capstone Financial Advisors first reported a position in XLP in Q3 2024 and has held it in 7 quarters since. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

  • Capstone Financial Advisors held 2,836 shares of State Street Consumer Staples Select Sector SPDR ETF worth $233K as of Q1 2026.
  • Capstone Financial Advisors sold 45 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $3.79K.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.01% of Capstone Financial Advisors's portfolio in Q1 2026, its #154 holding.
  • Capstone Financial Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,247 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Capstone Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.