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
2021 Q4	–	Sell	-1,400,000	Closed	-$105M	–	594
2021 Q3	$105M	Buy	+1,400,000	New	+$108M	2.7%	12

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 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. 2,660 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.
2,660 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.