Aptus Capital Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,000,000
Closed -$94.4M 1239
2024
Q1
$94.4M Buy
+2,000,000
New +$85.9M 1.76% 13
2022
Q2
Sell
-2,000,000
Closed -$76.4M 745
2022
Q1
$76.4M Hold
2,000,000
1.9% 14
2021
Q4
$55.5M Buy
2,000,000
+1,000,000
+100% +$28.3M 1.67% 14
2021
Q3
$26M Buy
+1,000,000
New +$24.8M 0.67% 35

Other funds holding XLE

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

Aptus Capital Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.68% in Q2 2026, buying an estimated $39.5K and bringing the position to 101,830 shares worth $5.41M. The position accounts for 0.04% of the portfolio, ranked #349.

Aptus Capital Advisors first reported a position in XLE in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.07M in Q1 2024. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Aptus Capital Advisors held 101,830 shares of State Street Energy Select Sector SPDR ETF worth $5.41M as of Q2 2026.
  • Aptus Capital Advisors bought 690 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $39.5K.
  • State Street Energy Select Sector SPDR ETF made up 0.04% of Aptus Capital Advisors's portfolio in Q2 2026, its #349 holding.
  • Aptus Capital Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
  • Aptus Capital Advisors's State Street Energy Select Sector SPDR ETF position peaked at $7.07M in Q1 2024.
  • 2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

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