Aptus Capital Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $433K | Sell |
3,972
-185,001
| -98% | -$21.6M | ﹤0.01% | 763 |
|
|
2025
Q4 | $22.6M | Buy |
188,973
+184,911
| +4,552% | +$21.9M | 0.19% | 118 |
|
|
2025
Q3 | $487K | Buy |
4,062
+578
| +17% | +$66.1K | ﹤0.01% | 704 |
|
|
2025
Q2 | $379K | Sell |
3,484
-2,704
| -44% | -$277K | ﹤0.01% | 753 |
|
|
2025
Q1 | $611K | Sell |
6,188
-1,982
| -24% | -$215K | 0.01% | 593 |
|
|
2024
Q4 | $917K | Buy |
8,170
+6,314
| +340% | +$675K | 0.01% | 516 |
|
|
2024
Q3 | $186K | Sell |
1,856
-1,690
| -48% | -$158K | ﹤0.01% | 772 |
|
|
2024
Q2 | $323K | Sell |
3,546
-1,524
| -30% | -$135K | 0.01% | 601 |
|
|
2024
Q1 | $466K | Buy |
5,070
+2,174
| +75% | +$194K | 0.01% | 532 |
|
|
2023
Q4 | $259K | Buy |
2,896
+110
| +4% | +$9.11K | 0.01% | 488 |
|
|
2023
Q3 | $224K | Sell |
2,786
-66,750
| -96% | -$5.64M | 0.01% | 538 |
|
|
2023
Q2 | $5.9M | Buy |
69,536
+66,236
| +2,007% | +$5.07M | 0.17% | 126 |
|
|
2023
Q1 | $247K | Sell |
3,300
-30,416
| -90% | -$2.18M | 0.01% | 427 |
|
|
2022
Q4 | $2.18M | Sell |
33,716
-38,804
| -54% | -$2.71M | 0.07% | 204 |
|
|
2022
Q3 | $5.17M | Buy |
72,520
+68,822
| +1,861% | +$5.38M | 0.16% | 98 |
|
|
2022
Q2 | $254K | Hold |
3,698
| – | – | 0.01% | 344 |
|
|
2022
Q1 | $342K | Buy |
3,698
+662
| +22% | +$60.6K | 0.01% | 346 |
|
|
2021
Q4 | $310K | Buy |
3,036
+656
| +28% | +$65.3K | 0.01% | 311 |
|
|
2021
Q3 | $214K | Sell |
2,380
-262
| -10% | -$23.8K | 0.01% | 345 |
|
|
2021
Q2 | $236K | Buy |
2,642
+1,608
| +156% | +$140K | 0.01% | 340 |
|
|
2021
Q1 | $87K | Buy |
1,034
+116
| +13% | +$9.65K | ﹤0.01% | 380 |
|
|
2020
Q4 | $73K | Sell |
918
-1,446
| -61% | -$111K | ﹤0.01% | 350 |
|
|
2020
Q3 | $173K | Buy |
2,364
+908
| +62% | +$64.3K | 0.01% | 299 |
|
|
2020
Q2 | $92K | Hold |
1,456
| – | – | 0.01% | 297 |
|
|
2020
Q1 | $71K | Hold |
1,456
| – | – | 0.01% | 297 |
|
|
2019
Q4 | $91K | Buy |
+1,456
| New | +$88.6K | 0.01% | 369 |
|
Other funds holding XLY
