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	$5.97M	Buy	+72,800	New	+$6.13M	0.01%	387
2024 Q1	–	Sell	-20,500	Closed	-$1.48M	–	2591
2023 Q4	$1.48M	Sell	20,500 -172,000	-89%	-$11.9M	﹤0.01%	902
2023 Q3	$13.2M	Sell	192,500 -467,100	-71%	-$34.2M	0.06%	223
2023 Q2	$48.9M	Buy	659,600 +185,800	+39%	+$13.9M	0.24%	52
2023 Q1	$35.4M	Buy	+473,800	New	+$34.7M	0.18%	59
2018 Q2	–	Sell	-780,000	Closed	-$41.1M	–	731
2018 Q1	$41.1M	Buy	780,000 +630,000	+420%	+$34.7M	0.78%	28
2017 Q4	$8.53M	Buy	+150,000	New	+$8.24M	0.24%	86
2015 Q4	–	Sell	-20,000	Closed	-$943K	–	562
2015 Q3	$943K	Buy	+20,000	New	+$972K	0.02%	228

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.