Aptus Capital Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.82M	Buy	25,322 +3,889	+18%	+$664K	0.03%	368
2026 Q1	$2.85M	Buy	21,433 +3,023	+16%	+$426K	0.02%	422
2025 Q4	$2.65M	Sell	18,410 -149,806	-89%	-$21.6M	0.02%	406
2025 Q3	$23.7M	Buy	168,216 +154,978	+1,171%	+$20.5M	0.17%	120
2025 Q2	$1.68M	Sell	13,238 -3,480	-21%	-$386K	0.01%	448
2025 Q1	$1.73M	Sell	16,718 -6,048	-27%	-$686K	0.02%	419
2024 Q4	$2.65M	Buy	22,766 +12,260	+117%	+$1.43M	0.03%	353
2024 Q3	$1.19M	Sell	10,506 -1,946	-16%	-$214K	0.02%	382
2024 Q2	$1.41M	Sell	12,452 -71,470	-85%	-$7.53M	0.02%	334
2024 Q1	$8.74M	Buy	83,922 +75,686	+919%	+$7.65M	0.16%	122
2023 Q4	$793K	Sell	8,236 -25,106	-75%	-$2.24M	0.02%	317
2023 Q3	$2.73M	Buy	33,342 +25,612	+331%	+$2.2M	0.07%	190
2023 Q2	$672K	Sell	7,730 -10,924	-59%	-$861K	0.02%	295
2023 Q1	$1.41M	Sell	18,654 -55,676	-75%	-$3.83M	0.04%	241
2022 Q4	$4.62M	Sell	74,330 -35,384	-32%	-$2.25M	0.14%	120
2022 Q3	$6.52M	Buy	109,714 +104,266	+1,914%	+$7.12M	0.16%	88
2022 Q2	$346K	Buy	5,448 +122	+2%	+$8.5K	0.01%	307
2022 Q1	$423K	Buy	5,326 +2,392	+82%	+$188K	0.01%	319
2021 Q4	$255K	Buy	2,934 +1,466	+100%	+$121K	0.01%	332
2021 Q3	$110K	Sell	1,468 -1,190	-45%	-$91.8K	﹤0.01%	378
2021 Q2	$196K	Buy	2,658 +500	+23%	+$35K	0.01%	359
2021 Q1	$143K	Buy	2,158 +272	+14%	+$18K	0.01%	350
2020 Q4	$122K	Buy	1,886 +1,368	+264%	+$83.3K	0.01%	330
2020 Q3	$30K	Hold	518	–	–	﹤0.01%	379
2020 Q2	$27K	Sell	518 -104	-17%	-$4.89K	﹤0.01%	346
2020 Q1	$24K	Buy	622 +104	+20%	+$4.75K	﹤0.01%	343
2019 Q4	$23K	Buy	+518	New	+$22.2K	﹤0.01%	426

Other funds holding XLK

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Aptus Capital Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 18% in Q2 2026, buying an estimated $664K and bringing the position to 25,322 shares worth $4.82M. The position accounts for 0.03% of the portfolio, ranked #368.

Aptus Capital Advisors first reported a position in XLK in Q4 2019 and has held it in 27 quarters since. The position peaked at $23.7M in Q3 2025. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Aptus Capital Advisors held 25,322 shares of State Street Technology Select Sector SPDR ETF worth $4.82M as of Q2 2026.
Aptus Capital Advisors bought 3,889 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $664K.
State Street Technology Select Sector SPDR ETF made up 0.03% of Aptus Capital Advisors's portfolio in Q2 2026, its #368 holding.
Aptus Capital Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
Aptus Capital Advisors's State Street Technology Select Sector SPDR ETF position peaked at $23.7M in Q3 2025.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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