Capstone Investment Advisors
XLC icon

Capstone Investment Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Capstone Investment Advisors’s Portfolio XLC Stock Details XLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$443K Buy
+3,996
New +$463K ﹤0.01% 1198
2025
Q2 		– Sell
-24,667
Closed -$2.38M – 1861
2025
Q1 		$2.38M Sell
24,667
-17,306
-41% -$1.73M 0.02% 645
2024
Q4 		$4.06M Buy
+41,973
New +$4M 0.04% 620
2024
Q1 		– Sell
-932
Closed -$67.7K – 2621
2023
Q4 		$67.7K Sell
932
-62,076
-99% -$4.27M ﹤0.01% 1976
2023
Q3 		$4.13M Buy
+63,008
New +$4.2M 0.11% 481
2023
Q2 		– Hold
0
– – – 1962
2023
Q1 		– Hold
0
– – – 1749

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return