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

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.