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	-122,200	Closed	-$8.88M	–	2586
2023 Q4	$8.88M	Sell	122,200 -536,100	-81%	-$36.9M	0.03%	370
2023 Q3	$43.2M	Sell	658,300 -1,199,700	-65%	-$80M	0.19%	65
2023 Q2	$121M	Buy	1,858,000 +1,275,100	+219%	+$77.7M	0.6%	21
2023 Q1	$33.8M	Buy	+582,900	New	+$31.7M	0.17%	65

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Capstone Investment Advisors's XLC Position: Q1 2026 in Review

Capstone Investment Advisors opened a new position in State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2026: 3,996 shares worth $443K. The stake represents ﹤0.01% of the portfolio and ranks #1198 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in XLC as recently as Q1 2025.

Capstone Investment Advisors first reported a position in XLC in Q3 2023 and has held it in 5 quarters since. The position peaked at $4.13M in Q3 2023. 1,183 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Capstone Investment Advisors held 3,996 shares of State Street Communication Services Select Sector SPDR ETF worth $443K as of Q1 2026.
State Street Communication Services Select Sector SPDR ETF was a new Capstone Investment Advisors position in Q1 2026.
State Street Communication Services Select Sector SPDR ETF made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1198 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 5 quarters since.
Capstone Investment Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $4.13M in Q3 2023.
1,183 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

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