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AE Wealth Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

AE Wealth Management’s Portfolio XLB Stock Details XLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.7M Sell
348,281
-37,654
-10% -$1.93M 0.08% 233
2026
Q1 		$19.3M Buy
385,935
+132,674
+52% +$6.66M 0.1% 211
2025
Q4 		$11.5M Buy
253,261
+19,755
+8% +$873K 0.07% 267
2025
Q3 		$10.5M Buy
233,506
+16,696
+8% +$755K 0.07% 261
2025
Q2 		$9.52M Buy
216,810
+17,314
+9% +$734K 0.07% 258
2025
Q1 		$8.58M Sell
199,496
-16,798
-8% -$734K 0.07% 256
2024
Q4 		$9.1M Buy
216,294
+85,796
+66% +$3.97M 0.08% 249
2024
Q3 		$6.29M Buy
130,498
+21,942
+20% +$1M 0.06% 294
2024
Q2 		$4.79M Buy
108,556
+18,538
+21% +$838K 0.05% 334
2024
Q1 		$4.18M Sell
90,018
-68,506
-43% -$2.95M 0.05% 332
2023
Q4 		$6.54M Buy
158,524
+49,718
+46% +$1.99M 0.03% 515
2023
Q3 		$4.27M Buy
108,806
+34,866
+47% +$1.43M 0.03% 591
2023
Q2 		$3.06M Sell
73,940
-42,918
-37% -$1.71M 0.02% 701
2023
Q1 		$4.71M Buy
116,858
+13,020
+13% +$527K 0.03% 523
2022
Q4 		$4.03M Sell
103,838
-6,370
-6% -$245K 0.03% 532
2022
Q3 		$3.75M Sell
110,208
-181,690
-62% -$6.83M 0.03% 495
2022
Q2 		$10.7M Sell
291,898
-32,408
-10% -$1.36M 0.09% 258
2022
Q1 		$14.3M Buy
324,306
+58,650
+22% +$2.5M 0.1% 216
2021
Q4 		$12M Buy
265,656
+70,724
+36% +$3.05M 0.08% 233
2021
Q3 		$7.71M Buy
194,932
+10,390
+6% +$432K 0.06% 283
2021
Q2 		$7.59M Sell
184,542
-18,352
-9% -$773K 0.07% 270
2021
Q1 		$7.99M Buy
202,894
+80,196
+65% +$3.03M 0.08% 241
2020
Q4 		$4.44M Buy
122,698
+20,836
+20% +$713K 0.05% 294
2020
Q3 		$3.24M Buy
101,862
+86,806
+577% +$2.7M 0.05% 315
2020
Q2 		$424K Buy
15,056
+3,994
+36% +$105K 0.01% 931
2020
Q1 		$249K Sell
11,062
-498
-4% -$13.7K 0.01% 937
2019
Q4 		$355K Buy
11,560
+3,654
+46% +$108K 0.01% 845
2019
Q3 		$230K Sell
7,906
-152
-2% -$4.38K 0.01% 882
2019
Q2 		$236K Buy
+8,058
New +$227K 0.01% 845
2019
Q1 		– Sell
-8,968
Closed -$227K – 669
2018
Q4 		$227K Sell
8,968
-9,152
-51% -$244K 0.04% 412
2018
Q3 		$525K Buy
+18,120
New +$535K 0.03% 309

Other funds holding XLB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AE Wealth Management's XLB Position: Q2 2026 in Review

AE Wealth Management reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 9.8% in Q2 2026, selling an estimated $1.93M and leaving 348,281 shares worth $17.7M. The position accounts for 0.08% of the portfolio, ranked #233.

AE Wealth Management first reported a position in XLB in Q3 2018 and has held it in 31 quarters since. The position peaked at $19.3M in Q1 2026. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

  • AE Wealth Management held 348,281 shares of State Street Materials Select Sector SPDR ETF worth $17.7M as of Q2 2026.
  • AE Wealth Management sold 37,654 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $1.93M.
  • State Street Materials Select Sector SPDR ETF made up 0.08% of AE Wealth Management's portfolio in Q2 2026, its #233 holding.
  • AE Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2018 and has held it in 31 quarters since.
  • AE Wealth Management's State Street Materials Select Sector SPDR ETF position peaked at $19.3M in Q1 2026.
  • 926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.