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
2021 Q4	–	Sell	-900,000	Closed	-$88.1M	–	593
2021 Q3	$88.1M	Buy	900,000 +100,000	+13%	+$10.3M	2.27%	15
2021 Q2	$81.9M	Buy	+800,000	New	+$82M	2.39%	14

Other funds holding XLI

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Aptus Capital Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 2.1% in Q1 2026, buying an estimated $23K and bringing the position to 6,544 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #574.

Aptus Capital Advisors first reported a position in XLI in Q4 2019 and has held it in 26 quarters since. The position peaked at $21.2M in Q3 2025. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Aptus Capital Advisors held 6,544 shares of State Street Industrial Select Sector SPDR ETF worth $1.06M as of Q1 2026.
Aptus Capital Advisors bought 137 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $23K.
State Street Industrial Select Sector SPDR ETF made up 0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #574 holding.
Aptus Capital Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
Aptus Capital Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $21.2M in Q3 2025.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

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