Capstone Investment Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Capstone Investment Advisors’s Portfolio XLI Stock Details XLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-200,000	Closed	-$31M	–	1883
2025 Q4	$31M	Hold	200,000	–	–	0.06%	133
2025 Q3	$30.8M	Buy	+200,000	New	+$30.3M	0.06%	146
2025 Q2	–	Sell	-411,500	Closed	-$53.9M	–	1760
2025 Q1	$53.9M	Buy	+411,500	New	+$55.6M	0.14%	72
2024 Q4	–	Sell	-335,800	Closed	-$45.5M	–	2042
2024 Q3	$45.5M	Sell	335,800 -184,700	-35%	-$23.5M	0.14%	96
2024 Q2	$63.4M	Buy	520,500 +16,300	+3%	+$2.01M	0.2%	62
2024 Q1	$63.5M	Sell	504,200 -61,500	-11%	-$7.24M	0.23%	65
2023 Q4	$64.5M	Sell	565,700 -229,800	-29%	-$24.1M	0.19%	77
2023 Q3	$80.6M	Buy	795,500 +300,400	+61%	+$32.2M	0.36%	28
2023 Q2	$53.1M	Buy	495,100 +129,100	+35%	+$13M	0.26%	49
2023 Q1	$37M	Buy	+366,000	New	+$36.8M	0.19%	55
2018 Q3	–	Sell	-14,100	Closed	-$1.01M	–	1348
2018 Q2	$1.01M	Buy	+14,100	New	+$1.05M	0.02%	382

Other funds holding XLI

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Capstone Investment Advisors's XLI Position: Q4 2025 in Review

Capstone Investment Advisors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2025, closing a stake of 1,539 shares — an estimated $237K sold.

Capstone Investment Advisors first reported a position in XLI in Q2 2018 and held it in 14 quarters. The position peaked at $34.5M in Q3 2023. 1,502 funds tracked by Wall St. Rank hold XLI as of Q4 2025.

Capstone Investment Advisors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Capstone Investment Advisors sold 1,539 State Street Industrial Select Sector SPDR ETF shares in Q4 2025, an estimated $237K.
Capstone Investment Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2018 and held it in 14 quarters.
Capstone Investment Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $34.5M in Q3 2023.
1,502 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.