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Consumer Staples Select Sect. SPDR shares owned by Capstone Financial Advisors

Quarter-by-quarter ownership of Consumer Staples Select Sect. SPDR (XLP) shares owned by Capstone Financial Advisors from 13F filings

Historical chart of Capstone Financial Advisors investment in Consumer Staples Select Sect. SPDR

Tip: Access up to 7 years of quarterly data

All positions including Consumer Staples Select Sect. SPDR held by Capstone Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Consumer Staples Select Sect. SPDR by Capstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $204k 2.6k 78.61
2024-09-30 $223k 2.7k 82.99

More positions owned by Capstone Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Flexshares Tr Stoxx Globr Inf (NFRA)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
McDonald's Corporation (MCD)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Flexshares Tr Mornstar Usmkt (TILT)
Flexshares Tr M Star Dev Mkt (TLTD)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Capstone Financial Advisors

Top funds holding Consumer Staples Select Sect. SPDR

Bank of America Corporation
Morgan Stanley
Barclays
Goldman Sachs Group
Jpmorgan Chase & Co
Susquehanna International
Bnp Paribas Arbitrage, Snc
Envestnet Asset Management
Menora Mivtachim Holdings
Raymond James Financial
Citadel Advisors
Ameriprise Financial
Caisse de depot et placement du Quebec
LPL Financial
Wells Fargo & Company

View all funds holding Consumer Staples Select Sect. SPDR