Aptus Capital Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.23M	Buy	6,662 +118	+2%	+$20.5K	0.01%	587
2026 Q1	$1.06M	Buy	6,544 +137	+2%	+$23K	0.01%	574
2025 Q4	$994K	Sell	6,407 -130,755	-95%	-$20.1M	0.01%	583
2025 Q3	$21.2M	Buy	137,162 +131,314	+2,245%	+$19.9M	0.15%	128
2025 Q2	$863K	Sell	5,848 -528	-8%	-$72K	0.01%	559
2025 Q1	$836K	Buy	6,376 +513	+9%	+$69.3K	0.01%	540
2024 Q4	$773K	Buy	5,863 +2,483	+73%	+$342K	0.01%	535
2024 Q3	$458K	Sell	3,380 -73,382	-96%	-$9.33M	0.01%	559
2024 Q2	$9.35M	Buy	76,762 +72,430	+1,672%	+$8.93M	0.16%	122
2024 Q1	$546K	Buy	4,332 +3,125	+259%	+$368K	0.01%	493
2023 Q4	$138K	Sell	1,207 -75	-6%	-$7.87K	﹤0.01%	590
2023 Q3	$130K	Sell	1,282 -33	-3%	-$3.53K	﹤0.01%	599
2023 Q2	$141K	Sell	1,315 -33,920	-96%	-$3.42M	﹤0.01%	512
2023 Q1	$3.57M	Sell	35,235 -3,233	-8%	-$325K	0.1%	152
2022 Q4	$3.78M	Sell	38,468 -11,571	-23%	-$1.1M	0.12%	148
2022 Q3	$4.14M	Buy	50,039 +48,578	+3,325%	+$4.47M	0.1%	121
2022 Q2	$128K	Sell	1,461 -14	-0.9%	-$1.32K	﹤0.01%	401
2022 Q1	$152K	Buy	1,475 +615	+72%	+$62.5K	﹤0.01%	444
2021 Q4	$91K	Sell	860 -219	-20%	-$22.7K	﹤0.01%	398
2021 Q3	$106K	Sell	1,079 -147	-12%	-$15.1K	﹤0.01%	379
2021 Q2	$126K	Buy	1,226 +249	+25%	+$25.5K	﹤0.01%	384
2021 Q1	$96K	Buy	977 +401	+70%	+$36.7K	﹤0.01%	376
2020 Q4	$51K	Hold	576	–	–	﹤0.01%	361
2020 Q3	$44K	Sell	576 -207	-26%	-$15.5K	﹤0.01%	361
2020 Q2	$53K	Buy	783 +671	+599%	+$43.5K	﹤0.01%	322
2020 Q1	$6K	Hold	112	–	–	﹤0.01%	375
2019 Q4	$9K	Buy	+112	New	+$8.94K	﹤0.01%	460

Other funds holding XLI

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Aptus Capital Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 1.8% in Q2 2026, buying an estimated $20.5K and bringing the position to 6,662 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #587.

Aptus Capital Advisors first reported a position in XLI in Q4 2019 and has held it in 27 quarters since. The position peaked at $21.2M in Q3 2025. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Aptus Capital Advisors held 6,662 shares of State Street Industrial Select Sector SPDR ETF worth $1.23M as of Q2 2026.
Aptus Capital Advisors bought 118 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $20.5K.
State Street Industrial Select Sector SPDR ETF made up 0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #587 holding.
Aptus Capital Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
Aptus Capital Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $21.2M in Q3 2025.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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