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 $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Aptus Capital Advisors's XLF Position: Q1 2026 in Review

Aptus Capital Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.45% in Q1 2026, buying an estimated $11.8K and bringing the position to 50,260 shares worth $2.48M. The position accounts for 0.02% of the portfolio, ranked #441.

Aptus Capital Advisors first reported a position in XLF in Q4 2019 and has held it in 26 quarters since. The position peaked at $18.8M in Q1 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Aptus Capital Advisors held 50,260 shares of State Street Financial Select Sector SPDR ETF worth $2.48M as of Q1 2026.
Aptus Capital Advisors bought 226 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $11.8K.
State Street Financial Select Sector SPDR ETF made up 0.02% of Aptus Capital Advisors's portfolio in Q1 2026, its #441 holding.
Aptus Capital Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
Aptus Capital Advisors's State Street Financial Select Sector SPDR ETF position peaked at $18.8M in Q1 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.