SEC 13F Intelligence

Capital Investment Advisors, LLC / XLI

Capital Investment Advisors, LLC’s Select Sector Spdr Tr Position

Does Capital Investment Advisors, LLC own Select Sector Spdr Tr (XLI)? Yes — 126.2K shares worth $20M (+0.30% of its 13F portfolio) as of Q1 2026, down from 130.1K shares the prior filed quarter.

Position Value
$20M
Q1 2026
Shares
126.2K
% of Portfolio
+0.30%
Quarters Held
30
currently held

Position History XLI

Reported value by quarter
Q4 ’18: $11MQ4 ’18Q1 ’19: $10MQ2 ’19: $10MQ3 ’19: $9MQ4 ’19: $9MQ4 ’19Q1 ’20: $6MQ2 ’20: $7MQ3 ’20: $8MQ4 ’20: $9MQ4 ’20Q1 ’21: $10MQ2 ’21: $11MQ3 ’21: $10MQ4 ’21: $11MQ4 ’21Q1 ’22: $10MQ2 ’22: $9MQ3 ’22: $8MQ4 ’22: $10MQ4 ’22Q1 ’23: $11MQ2 ’23: $11MQ3 ’23: $10MQ4 ’23: $11MQ4 ’23Q1 ’24: $12MQ2 ’24: $12MQ3 ’24: $13MQ4 ’24: $12MQ4 ’24Q1 ’25: $12MQ2 ’25: $13MQ3 ’25: $14MQ4 ’25: $20MQ4 ’25Q1 ’26: $20Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026126.2K$20M+0.30%
Q4 2025130.1K$20M+0.31%
Q3 202588.6K$14M+0.22%
Q2 202589.3K$13M+0.23%
Q1 202591.2K$12M+0.23%
Q4 202493.3K$12M+0.25%
Q3 202495.8K$13M+0.27%
Q2 202498.1K$12M+0.27%
Q1 202498.5K$12M+0.29%
Q4 202398.6K$11M+0.28%
Q3 202399.2K$10M+0.28%
Q2 2023100.0K$11M+0.33%
Q1 2023104.3K$11M+0.31%
Q4 2022103.3K$10M+0.31%
Q3 2022101.6K$8M+0.29%
Q2 2022105.7K$9M+0.31%
Q1 2022101.9K$10M+0.32%
Q4 2021101.8K$11M+0.33%
Q3 2021104.1K$10M+0.34%
Q2 2021106.7K$11M+0.38%
Q1 2021104.6K$10M+0.39%
Q4 2020103.4K$9M+0.38%
Q3 2020103.3K$8M+0.38%
Q2 2020106.7K$7M+0.38%
Q1 2020108.4K$6M+0.41%
Q4 2019112.6K$9M+0.44%
Q3 2019117.3K$9M+0.48%
Q2 2019123.8K$10M+0.53%
Q1 2019137.7K$10M+0.60%
Q4 2018174.3K$11M+0.75%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Capital Investment Advisors, LLC’s full portfolio or all institutional holders of XLI.