Capstone Investment Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.55M	Buy	14,183 +7,444	+110%	+$870K	﹤0.01%	713
2025 Q4	$805K	Buy	6,739 +2,081	+45%	+$247K	﹤0.01%	953
2025 Q3	$558K	Buy	4,658 +1,412	+43%	+$162K	﹤0.01%	1311
2025 Q2	$353K	Buy	+3,246	New	+$332K	﹤0.01%	1312
2024 Q4	–	Sell	-2	Closed	-$200	–	2043
2024 Q3	$200	Sell	2 -5,280	-100%	-$494K	﹤0.01%	1878
2024 Q2	$482K	Buy	+5,282	New	+$469K	﹤0.01%	1328
2024 Q1	–	Sell	-240	Closed	-$21.5K	–	2596
2023 Q4	$21.5K	Buy	+240	New	+$19.9K	﹤0.01%	2042
2021 Q2	–	Sell	-2	Closed	–	–	1892
2021 Q1	$0	Buy	+2	New	+$166	﹤0.01%	1971
2019 Q4	–	Sell	-1,972	Closed	-$119K	–	1472
2019 Q3	$119K	Sell	1,972 -722	-27%	-$43.5K	﹤0.01%	1277
2019 Q2	$161K	Sell	2,694 -90,810	-97%	-$5.31M	﹤0.01%	1283
2019 Q1	$5.32M	Buy	+93,504	New	+$5.07M	0.05%	336
2018 Q3	–	Sell	-23,150	Closed	-$1.26M	–	1351
2018 Q2	$1.26M	Sell	23,150 -5,728	-20%	-$303K	0.02%	348
2018 Q1	$1.46M	Sell	28,878 -42,356	-59%	-$2.21M	0.03%	216
2017 Q4	$3.52M	Sell	71,234 -71,142	-50%	-$3.35M	0.1%	130
2017 Q3	$6.41M	Buy	142,376 +52,098	+58%	+$2.34M	0.23%	91
2017 Q2	$4.04M	Buy	90,278 +33,356	+59%	+$1.49M	0.11%	157
2017 Q1	$2.5M	Buy	56,922 +5,350	+10%	+$229K	0.06%	244
2016 Q4	$2.1M	Buy	+51,572	New	+$2.08M	0.06%	270

Other funds holding XLY

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

Capstone Investment Advisors increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 110% in Q1 2026, buying an estimated $870K and bringing the position to 14,183 shares worth $1.55M. The position accounts for ﹤0.01% of the portfolio, ranked #713.

Capstone Investment Advisors first reported a position in XLY in Q4 2016 and has held it in 18 quarters since. The position peaked at $6.41M in Q3 2017. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Capstone Investment Advisors held 14,183 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.55M as of Q1 2026.
Capstone Investment Advisors bought 7,444 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $870K.
State Street Consumer Discretionary Select Sector SPDR ETF made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #713 holding.
Capstone Investment Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2016 and has held it in 18 quarters since.
Capstone Investment Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $6.41M in Q3 2017.
1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

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