Aptus Capital Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,200,000	Closed	-$108M	–	595
2021 Q3	$108M	Buy	1,200,000 +200,000	+20%	+$18.2M	2.78%	10
2021 Q2	$89.3M	Buy	+1,000,000	New	+$87.1M	2.61%	12

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Aptus Capital Advisors reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 98% in Q1 2026, selling an estimated $21.6M and leaving 3,972 shares worth $433K. The position accounts for ﹤0.01% of the portfolio, ranked #763.

Aptus Capital Advisors first reported a position in XLY in Q4 2019 and has held it in 26 quarters since. The position peaked at $22.6M in Q4 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Aptus Capital Advisors held 3,972 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $433K as of Q1 2026.
Aptus Capital Advisors sold 185,001 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $21.6M.
State Street Consumer Discretionary Select Sector SPDR ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #763 holding.
Aptus Capital Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
Aptus Capital Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $22.6M in Q4 2025.
1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

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