Aptus Capital Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-10,000,000	Closed	-$548M	–	1794
2025 Q4	$548M	Buy	+10,000,000	New	+$533M	3.92%	3
2021 Q4	–	Sell	-1,500,000	Closed	-$56.3M	–	592
2021 Q3	$56.3M	Buy	1,500,000 +1,000,000	+200%	+$37.4M	1.45%	24
2021 Q2	$18.3M	Buy	+500,000	New	+$18.3M	0.54%	36

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

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

Aptus Capital Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.34% in Q2 2026, buying an estimated $8.94K and bringing the position to 50,432 shares worth $2.7M. The position accounts for 0.02% of the portfolio, ranked #459.

Aptus Capital Advisors first reported a position in XLF in Q4 2019 and has held it in 27 quarters since. The position peaked at $18.8M in Q1 2025. 1,895 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Aptus Capital Advisors held 50,432 shares of State Street Financial Select Sector SPDR ETF worth $2.7M as of Q2 2026.
Aptus Capital Advisors bought 172 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $8.94K.
State Street Financial Select Sector SPDR ETF made up 0.02% of Aptus Capital Advisors's portfolio in Q2 2026, its #459 holding.
Aptus Capital Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
Aptus Capital Advisors's State Street Financial Select Sector SPDR ETF position peaked at $18.8M in Q1 2025.
1,895 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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