Capstone Investment Advisors
XLF icon

Capstone Investment Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Capstone Investment Advisors’s Portfolio XLF Stock Details XLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$290M Buy
+5,873,400
New +$306M 0.51% 29
2025
Q4 		– Sell
-132,500
Closed -$7.14M – 2114
2025
Q3 		$7.14M Buy
+132,500
New +$7.02M 0.01% 383
2025
Q1 		– Sell
-3,642,900
Closed -$176M – 1936
2024
Q4 		$176M Buy
3,642,900
+539,100
+17% +$26.1M 0.43% 31
2024
Q3 		$141M Buy
3,103,800
+25,300
+0.8% +$1.1M 0.43% 34
2024
Q2 		$127M Sell
3,078,500
-3,035,700
-50% -$125M 0.4% 34
2024
Q1 		$258M Buy
6,114,200
+2,731,400
+81% +$108M 0.93% 16
2023
Q4 		$127M Buy
3,382,800
+1,103,900
+48% +$38.2M 0.38% 32
2023
Q3 		$75.6M Buy
2,278,900
+1,433,200
+169% +$49.4M 0.34% 30
2023
Q2 		$28.5M Hold
845,700
– – 0.14% 95
2023
Q1 		$27.2M Buy
845,700
+670,100
+382% +$23.3M 0.14% 91
2022
Q4 		$6.01M Hold
175,600
– – 0.04% 335
2022
Q3 		$5.33M Sell
175,600
-204,500
-54% -$6.76M 0.03% 389
2022
Q2 		$12M Buy
380,100
+68,300
+22% +$2.36M 0.06% 220
2022
Q1 		$11.9M Buy
+311,800
New +$12.2M 0.03% 413
2019
Q2 		– Sell
-296,400
Closed -$7.62M – 1444
2019
Q1 		$7.62M Buy
+296,400
New +$7.65M 0.07% 275
2017
Q2 		– Sell
-7,181,300
Closed -$170M – 973
2017
Q1 		$170M Buy
+7,181,300
New +$172M 4.26% 2
2016
Q4 		– Sell
-140,800
Closed -$2.72M – 1136
2016
Q3 		$2.72M Buy
140,800
+48,187
+52% +$994K 0.06% 213
2016
Q2 		$1.86M Sell
92,613
-20,504
-18% -$415K 0.04% 245
2016
Q1 		$2.23M Buy
+113,117
New +$2.15M 0.07% 173
2014
Q2 		– Sell
-216,893
Closed -$4.25M – 470
2014
Q1 		$4.25M Buy
+216,893
New +$4.14M 0.05% 184

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Capstone Investment Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026, closing a stake of 2,590,378 shares — an estimated $135M sold.

Capstone Investment Advisors first reported a position in XLF in Q2 2016 and held it in 20 quarters. The position peaked at $142M in Q4 2025. 1,840 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • Capstone Investment Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 2,590,378 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $135M.
  • Capstone Investment Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2016 and held it in 20 quarters.
  • Capstone Investment Advisors's State Street Financial Select Sector SPDR ETF position peaked at $142M in Q4 2025.
  • 1,840 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

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