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
2024 Q1	–	Sell	-4,800	Closed	-$349K	–	2584
2023 Q4	$349K	Sell	4,800 -46,600	-91%	-$3.21M	﹤0.01%	1527
2023 Q3	$3.37M	Sell	51,400 -233,600	-82%	-$15.6M	0.02%	544
2023 Q2	$18.5M	Hold	285,000	–	–	0.09%	147
2023 Q1	$16.5M	Buy	+285,000	New	+$15.5M	0.08%	161

Other funds holding XLC

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

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

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Capstone Investment Advisors's XLC Position: Q2 2026 in Review

Capstone Investment Advisors increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 98% in Q2 2026, buying an estimated $445K and bringing the position to 7,905 shares worth $847K. The position accounts for ﹤0.01% of the portfolio, ranked #1015.

Capstone Investment Advisors first reported a position in XLC in Q3 2023 and has held it in 6 quarters since. The position peaked at $4.13M in Q3 2023. 1,164 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Capstone Investment Advisors held 7,905 shares of State Street Communication Services Select Sector SPDR ETF worth $847K as of Q2 2026.
Capstone Investment Advisors bought 3,909 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $445K.
State Street Communication Services Select Sector SPDR ETF made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1015 holding.
Capstone Investment Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2023 and has held it in 6 quarters since.
Capstone Investment Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $4.13M in Q3 2023.
1,164 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.