Aptus Capital Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Aptus Capital Advisors’s Portfolio XLB Stock Details XLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$246K	Buy	4,836 +353	+8%	+$18.1K	﹤0.01%	1027
2026 Q1	$224K	Sell	4,483 -117	-3%	-$5.87K	﹤0.01%	977
2025 Q4	$209K	Sell	4,600 -66	-1%	-$2.92K	﹤0.01%	1023
2025 Q3	$209K	Sell	4,666 -658	-12%	-$29.8K	﹤0.01%	967
2025 Q2	$234K	Sell	5,324 -258	-5%	-$10.9K	﹤0.01%	895
2025 Q1	$240K	Sell	5,582 -704	-11%	-$30.8K	﹤0.01%	834
2024 Q4	$264K	Buy	6,286 +712	+13%	+$33K	﹤0.01%	805
2024 Q3	$269K	Sell	5,574 -832	-13%	-$37.9K	﹤0.01%	687
2024 Q2	$283K	Buy	6,406 +286	+5%	+$12.9K	0.01%	632
2024 Q1	$284K	Buy	6,120 +3,686	+151%	+$159K	0.01%	645
2023 Q4	$104K	Buy	2,434 +350	+17%	+$14K	﹤0.01%	613
2023 Q3	$81.8K	Buy	2,084 +530	+34%	+$21.8K	﹤0.01%	640
2023 Q2	$64.4K	Sell	1,554 -1,270	-45%	-$50.5K	﹤0.01%	558
2023 Q1	$114K	Sell	2,824 -83,674	-97%	-$3.39M	﹤0.01%	509
2022 Q4	$3.36M	Sell	86,498 -23,482	-21%	-$902K	0.1%	164
2022 Q3	$3.74M	Buy	109,980 +107,876	+5,127%	+$4.06M	0.09%	133
2022 Q2	$77K	Sell	2,104 -234	-10%	-$9.79K	﹤0.01%	440
2022 Q1	$103K	Buy	2,338 +504	+27%	+$21.5K	﹤0.01%	465
2021 Q4	$83K	Buy	1,834 +240	+15%	+$10.4K	﹤0.01%	403
2021 Q3	$63K	Sell	1,594 -68	-4%	-$2.83K	﹤0.01%	401
2021 Q2	$68K	Buy	1,662 +1,484	+834%	+$62.5K	﹤0.01%	416
2021 Q1	$7K	Buy	178 +84	+89%	+$3.17K	﹤0.01%	475
2020 Q4	$3K	Sell	94 -2,912	-97%	-$99.7K	﹤0.01%	456
2020 Q3	$95K	Buy	3,006 +1,456	+94%	+$45.2K	0.01%	334
2020 Q2	$43K	Hold	1,550	–	–	﹤0.01%	331
2020 Q1	$34K	Hold	1,550	–	–	﹤0.01%	328
2019 Q4	$47K	Buy	+1,550	New	+$45.8K	﹤0.01%	399

Other funds holding XLB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Aptus Capital Advisors's XLB Position: Q2 2026 in Review

Aptus Capital Advisors increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 7.9% in Q2 2026, buying an estimated $18.1K and bringing the position to 4,836 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #1027.

Aptus Capital Advisors first reported a position in XLB in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.74M in Q3 2022. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Aptus Capital Advisors held 4,836 shares of State Street Materials Select Sector SPDR ETF worth $246K as of Q2 2026.
Aptus Capital Advisors bought 353 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $18.1K.
State Street Materials Select Sector SPDR ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1027 holding.
Aptus Capital Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
Aptus Capital Advisors's State Street Materials Select Sector SPDR ETF position peaked at $3.74M in Q3 2022.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.