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
2024 Q1	–	Sell	-233,000	Closed	-$22.4M	–	2588
2023 Q4	$22.4M	Sell	233,000 -760,400	-77%	-$67.7M	0.07%	188
2023 Q3	$81.4M	Sell	993,400 -1,803,800	-64%	-$155M	0.37%	26
2023 Q2	$243M	Buy	2,797,200 +1,128,000	+68%	+$88.9M	1.2%	10
2023 Q1	$126M	Buy	+1,669,200	New	+$115M	0.64%	14
2018 Q2	–	Sell	-270,000	Closed	-$8.83M	–	730
2018 Q1	$8.83M	Buy	+270,000	New	+$9.07M	0.17%	108
2013 Q4	–	Sell	-168,000	Closed	-$2.69M	–	574
2013 Q3	$2.69M	Hold	168,000	–	–	0.03%	299
2013 Q2	$2.57M	Buy	+168,000	New	+$2.6M	0.03%	214

Other funds holding XLK

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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

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

Capstone Investment Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 90% in Q2 2026, selling an estimated $15.5M and leaving 10,203 shares worth $1.94M. The position accounts for ﹤0.01% of the portfolio, ranked #736.

Capstone Investment Advisors first reported a position in XLK in Q1 2018 and has held it in 13 quarters since. The position peaked at $21.1M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Capstone Investment Advisors held 10,203 shares of State Street Technology Select Sector SPDR ETF worth $1.94M as of Q2 2026.
Capstone Investment Advisors sold 90,843 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $15.5M.
State Street Technology Select Sector SPDR ETF made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #736 holding.
Capstone Investment Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2018 and has held it in 13 quarters since.
Capstone Investment Advisors's State Street Technology Select Sector SPDR ETF position peaked at $21.1M in Q4 2024.
2,671 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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