Capstone Investment Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.4M	Buy	101,046 +53,187	+111%	+$7.49M	0.02%	242
2025 Q4	$6.89M	Buy	47,859 +35,847	+298%	+$5.18M	0.01%	316
2025 Q3	$1.69M	Sell	12,012 -4,772	-28%	-$632K	﹤0.01%	827
2025 Q2	$2.13M	Sell	16,784 -22,314	-57%	-$2.48M	0.01%	622
2025 Q1	$4.04M	Sell	39,098 -141,990	-78%	-$16.1M	0.01%	514
2024 Q4	$21.1M	Buy	181,088 +147,098	+433%	+$17.1M	0.05%	205
2024 Q3	$3.84M	Buy	+33,990	New	+$3.73M	0.01%	539
2024 Q1	–	Sell	-183,988	Closed	-$17.7M	–	2587
2023 Q4	$17.7M	Buy	183,988 +138,394	+304%	+$12.3M	0.05%	233
2023 Q3	$3.74M	Buy	+45,594	New	+$3.91M	0.02%	514
2021 Q4	–	Sell	-41,068	Closed	-$3.07M	–	2106
2021 Q3	$3.07M	Buy	41,068 +26,266	+177%	+$2.03M	0.01%	1035
2021 Q2	$1.09M	Buy	+14,802	New	+$1.04M	﹤0.01%	1192
2018 Q2	–	Sell	-50,002	Closed	-$1.64M	–	729
2018 Q1	$1.64M	Buy	+50,002	New	+$1.68M	0.03%	203

Other funds holding XLK

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

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Capstone Investment Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 111% in Q1 2026, buying an estimated $7.49M and bringing the position to 101,046 shares worth $13.4M. The position accounts for 0.02% of the portfolio, ranked #242.

Capstone Investment Advisors first reported a position in XLK in Q1 2018 and has held it in 12 quarters since. The position peaked at $21.1M in Q4 2024. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Capstone Investment Advisors held 101,046 shares of State Street Technology Select Sector SPDR ETF worth $13.4M as of Q1 2026.
Capstone Investment Advisors bought 53,187 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $7.49M.
State Street Technology Select Sector SPDR ETF made up 0.02% of Capstone Investment Advisors's portfolio in Q1 2026, its #242 holding.
Capstone Investment Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2018 and has held it in 12 quarters since.
Capstone Investment Advisors's State Street Technology Select Sector SPDR ETF position peaked at $21.1M in Q4 2024.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

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