Capstone Investment Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-17,148	Closed	-$1.44M	–	1884
2025 Q4	$1.33M	Buy	+17,148	New	+$1.34M	﹤0.01%	753
2024 Q3	–	Sell	-3,183	Closed	-$244K	–	2245
2024 Q2	$244K	Buy	+3,183	New	+$243K	﹤0.01%	1690
2024 Q1	–	Sell	-21,014	Closed	-$1.51M	–	2590
2023 Q4	$1.51M	Sell	21,014 -16,227	-44%	-$1.12M	﹤0.01%	892
2023 Q3	$2.56M	Buy	+37,241	New	+$2.73M	0.01%	636
2019 Q3	–	Sell	-46,486	Closed	-$2.7M	–	1465
2019 Q2	$2.7M	Sell	46,486 -28,833	-38%	-$1.65M	0.02%	659
2019 Q1	$4.23M	Buy	+75,319	New	+$4.03M	0.04%	400
2018 Q3	–	Sell	-2,928	Closed	-$151K	–	1350
2018 Q2	$151K	Sell	2,928 -109,852	-97%	-$5.58M	﹤0.01%	608
2018 Q1	$5.94M	Buy	112,780 +54,310	+93%	+$2.99M	0.11%	135
2017 Q4	$3.33M	Sell	58,470 -69,110	-54%	-$3.8M	0.09%	135
2017 Q3	$6.89M	Buy	127,580 +53,664	+73%	+$2.95M	0.24%	85
2017 Q2	$4.06M	Buy	73,916 +32,780	+80%	+$1.82M	0.11%	155
2017 Q1	$2.25M	Buy	41,136 +2,086	+5%	+$112K	0.06%	258
2016 Q4	$2.02M	Buy	+39,050	New	+$2.02M	0.06%	276
2015 Q4	–	Sell	-72,501	Closed	-$3.42M	–	561
2015 Q3	$3.42M	Buy	+72,501	New	+$3.52M	0.08%	157
2013 Q4	–	Sell	-5,900	Closed	-$234K	–	575
2013 Q3	$234K	Buy	+5,900	New	+$240K	﹤0.01%	491

Other funds holding XLP

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Capstone Investment Advisors sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2026, closing a stake of 17,148 shares — an estimated $1.44M sold.

Capstone Investment Advisors first reported a position in XLP in Q3 2013 and held it in 15 quarters. The position peaked at $6.89M in Q3 2017. 1,254 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

Capstone Investment Advisors reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Capstone Investment Advisors sold 17,148 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $1.44M.
Capstone Investment Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2013 and held it in 15 quarters.
Capstone Investment Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $6.89M in Q3 2017.
1,254 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

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