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 $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

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

Aptus Capital Advisors reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 17% in Q2 2026, selling an estimated $76.9K and leaving 3,313 shares worth $389K. The position accounts for ﹤0.01% of the portfolio, ranked #863.

Aptus Capital Advisors first reported a position in XLY in Q4 2019 and has held it in 27 quarters since. The position peaked at $22.6M in Q4 2025. 1,308 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Aptus Capital Advisors held 3,313 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $389K as of Q2 2026.
Aptus Capital Advisors sold 659 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $76.9K.
State Street Consumer Discretionary Select Sector SPDR ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #863 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 27 quarters since.
Aptus Capital Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $22.6M in Q4 2025.
1,308 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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