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
2024 Q1	–	Sell	-200	Closed	-$17.9K	–	2595
2023 Q4	$17.9K	Sell	200 -229,800	-100%	-$19M	﹤0.01%	2048
2023 Q3	$18.5M	Sell	230,000 -161,200	-41%	-$13.6M	0.08%	158
2023 Q2	$33.2M	Hold	391,200	–	–	0.16%	80
2023 Q1	$29.3M	Buy	+391,200	New	+$28M	0.15%	84
2021 Q2	–	Sell	-2,200	Closed	-$185K	–	1891
2021 Q1	$185K	Buy	+2,200	New	+$183K	﹤0.01%	1457
2013 Q4	–	Sell	-210,000	Closed	-$6.37M	–	577
2013 Q3	$6.37M	Buy	+210,000	New	+$6.23M	0.06%	168

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. 1,284 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.
1,284 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.