SEC 13F Intelligence

Capital Investment Advisors, LLC / XLK

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

Does Capital Investment Advisors, LLC own Select Sector Spdr Tr (XLK)? Yes976.1K shares worth $130M (+1.90% of its 13F portfolio) as of Q1 2026, up from 542.9K shares the prior filed quarter.

Position Value
$130M
Q1 2026
Shares
976.1K
% of Portfolio
+1.90%
Quarters Held
30
currently held

Position History XLK

Reported value by quarter
Q4 ’18: $39MQ4 ’18Q1 ’19: $48MQ2 ’19: $36MQ3 ’19: $39MQ4 ’19: $45MQ4 ’19Q1 ’20: $40MQ2 ’20: $55MQ3 ’20: $61MQ4 ’20: $68MQ4 ’20Q1 ’21: $70MQ2 ’21: $80MQ3 ’21: $82MQ4 ’21: $96MQ4 ’21Q1 ’22: $89MQ2 ’22: $72MQ3 ’22: $54MQ4 ’22: $57MQ4 ’22Q1 ’23: $71MQ2 ’23: $83MQ3 ’23: $80MQ4 ’23: $93MQ4 ’23Q1 ’24: $58MQ2 ’24: $63MQ3 ’24: $61MQ4 ’24: $63MQ4 ’24Q1 ’25: $56MQ2 ’25: $69MQ3 ’25: $77MQ4 ’25: $78MQ4 ’25Q1 ’26: $130Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026976.1K$130M+1.90%
Q4 2025542.9K$78M+1.19%
Q3 2025272.4K$77M+1.26%
Q2 2025270.3K$69M+1.21%
Q1 2025268.9K$56M+1.09%
Q4 2024271.9K$63M+1.29%
Q3 2024269.9K$61M+1.25%
Q2 2024277.0K$63M+1.42%
Q1 2024279.1K$58M+1.36%
Q4 2023481.0K$93M+2.32%
Q3 2023487.6K$80M+2.21%
Q2 2023478.7K$83M+2.54%
Q1 2023469.0K$71M+2.09%
Q4 2022460.7K$57M+1.74%
Q3 2022451.9K$54M+1.84%
Q2 2022563.2K$72M+2.37%
Q1 2022561.2K$89M+2.72%
Q4 2021552.6K$96M+2.93%
Q3 2021547.8K$82M+2.75%
Q2 2021539.0K$80M+2.74%
Q1 2021527.8K$70M+2.64%
Q4 2020519.6K$68M+2.82%
Q3 2020523.1K$61M+2.91%
Q2 2020524.4K$55M+2.84%
Q1 2020494.5K$40M+2.54%
Q4 2019487.4K$45M+1.74%
Q3 2019479.3K$39M+2.02%
Q2 2019466.3K$36M+2.00%
Q1 2019645.1K$48M+2.78%
Q4 2018621.4K$39M+2.57%

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 XLK.