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Aptus Capital Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Aptus Capital Advisors’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$611K Buy
13,325
+3,205
+32% +$144K ﹤0.01% 667
2025
Q4 		$432K Sell
10,120
-1,644
-14% -$72.8K ﹤0.01% 780
2025
Q3 		$513K Sell
11,764
-4,928
-30% -$208K ﹤0.01% 695
2025
Q2 		$682K Buy
16,692
+6,614
+66% +$264K 0.01% 613
2025
Q1 		$397K Sell
10,078
-1,394
-12% -$54.5K ﹤0.01% 709
2024
Q4 		$434K Sell
11,472
-388,120
-97% -$15.4M ﹤0.01% 681
2024
Q3 		$16.1M Buy
399,592
+385,090
+2,655% +$14.3M 0.24% 100
2024
Q2 		$494K Buy
14,502
+6
+0% +$206 0.01% 514
2024
Q1 		$476K Sell
14,496
-140
-1% -$4.37K 0.01% 523
2023
Q4 		$463K Sell
14,636
-242
-2% -$7.4K 0.01% 390
2023
Q3 		$438K Buy
14,878
+10,168
+216% +$328K 0.01% 408
2023
Q2 		$154K Sell
4,710
-2,416
-34% -$81.3K ﹤0.01% 502
2023
Q1 		$241K Sell
7,126
-124,114
-95% -$4.21M 0.01% 436
2022
Q4 		$4.63M Sell
131,240
-85,128
-39% -$2.89M 0.14% 119
2022
Q3 		$7.09M Buy
216,368
+209,608
+3,101% +$7.68M 0.17% 80
2022
Q2 		$237K Buy
6,760
+2,062
+44% +$74.6K 0.01% 350
2022
Q1 		$175K Buy
4,698
+258
+6% +$8.94K ﹤0.01% 431
2021
Q4 		$159K Sell
4,440
-672
-13% -$22.7K ﹤0.01% 373
2021
Q3 		$163K Buy
5,112
+200
+4% +$6.68K ﹤0.01% 363
2021
Q2 		$155K Buy
4,912
+3,704
+307% +$121K ﹤0.01% 375
2021
Q1 		$39K Buy
1,208
+96
+9% +$2.98K ﹤0.01% 409
2020
Q4 		$34K Sell
1,112
-2,856
-72% -$90.4K ﹤0.01% 378
2020
Q3 		$117K Buy
3,968
+1,528
+63% +$45.3K 0.01% 322
2020
Q2 		$68K Hold
2,440
– – ﹤0.01% 309
2020
Q1 		$67K Hold
2,440
– – 0.01% 300
2019
Q4 		$78K Buy
+2,440
New +$77.5K 0.01% 378

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Aptus Capital Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 32% in Q1 2026, buying an estimated $144K and bringing the position to 13,325 shares worth $611K. The position accounts for ﹤0.01% of the portfolio, ranked #667.

Aptus Capital Advisors first reported a position in XLU in Q4 2019 and has held it in 26 quarters since. The position peaked at $16.1M in Q3 2024. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Aptus Capital Advisors held 13,325 shares of State Street Utilities Select Sector SPDR ETF worth $611K as of Q1 2026.
  • Aptus Capital Advisors bought 3,205 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $144K.
  • State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #667 holding.
  • Aptus Capital Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
  • Aptus Capital Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $16.1M in Q3 2024.
  • 1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

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