AE Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $26.8M | Sell |
503,748
-110,742
| -18% | -$6.33M | 0.12% | 174 |
|
|
2026
Q1 | $37.6M | Buy |
614,490
+150,414
| +32% | +$8.07M | 0.2% | 117 |
|
|
2025
Q4 | $20.7M | Buy |
464,076
+40,292
| +10% | +$1.79M | 0.12% | 181 |
|
|
2025
Q3 | $18.9M | Buy |
423,784
+46,094
| +12% | +$2.02M | 0.12% | 183 |
|
|
2025
Q2 | $16M | Sell |
377,690
-133,552
| -26% | -$5.56M | 0.12% | 192 |
|
|
2025
Q1 | $23.9M | Buy |
511,242
+194,032
| +61% | +$8.75M | 0.2% | 115 |
|
|
2024
Q4 | $13.6M | Buy |
317,210
+55,846
| +21% | +$2.54M | 0.12% | 189 |
|
|
2024
Q3 | $11.5M | Buy |
261,364
+39,932
| +18% | +$1.78M | 0.1% | 214 |
|
|
2024
Q2 | $10.1M | Buy |
221,432
+30,364
| +16% | +$1.41M | 0.1% | 218 |
|
|
2024
Q1 | $9.02M | Sell |
191,068
-253,490
| -57% | -$10.9M | 0.1% | 229 |
|
|
2023
Q4 | $18.7M | Sell |
444,558
-9,470
| -2% | -$405K | 0.1% | 240 |
|
|
2023
Q3 | $20.5M | Sell |
454,028
-32,742
| -7% | -$1.43M | 0.12% | 187 |
|
|
2023
Q2 | $19.8M | Sell |
486,770
-2,410
| -0.5% | -$98.2K | 0.12% | 196 |
|
|
2023
Q1 | $20.3M | Sell |
489,180
-110,208
| -18% | -$4.71M | 0.13% | 182 |
|
|
2022
Q4 | $26.2M | Buy |
599,388
+20,146
| +3% | +$877K | 0.19% | 119 |
|
|
2022
Q3 | $20.9M | Sell |
579,242
-128,226
| -18% | -$4.85M | 0.17% | 138 |
|
|
2022
Q2 | $25.3M | Sell |
707,468
-160,698
| -19% | -$6.45M | 0.2% | 121 |
|
|
2022
Q1 | $33.2M | Buy |
868,166
+62,538
| +8% | +$2.17M | 0.23% | 99 |
|
|
2021
Q4 | $22.4M | Buy |
805,628
+193,418
| +32% | +$5.47M | 0.16% | 133 |
|
|
2021
Q3 | $15.9M | Sell |
612,210
-23,902
| -4% | -$592K | 0.13% | 169 |
|
|
2021
Q2 | $17.1M | Buy |
636,112
+175,018
| +38% | +$4.55M | 0.15% | 137 |
|
|
2021
Q1 | $11.3M | Buy |
461,094
+134,466
| +41% | +$3.1M | 0.11% | 185 |
|
|
2020
Q4 | $6.19M | Buy |
326,628
+112,790
| +53% | +$1.94M | 0.07% | 244 |
|
|
2020
Q3 | $3.2M | Sell |
213,838
-15,142
| -7% | -$269K | 0.05% | 317 |
|
|
2020
Q2 | $4.33M | Buy |
228,980
+129,256
| +130% | +$2.4M | 0.07% | 245 |
|
|
2020
Q1 | $1.45M | Buy |
99,724
+20,350
| +26% | +$483K | 0.03% | 387 |
|
|
2019
Q4 | $2.38M | Buy |
79,374
+24,190
| +44% | +$717K | 0.05% | 307 |
|
|
2019
Q3 | $1.63M | Buy |
55,184
+20,958
| +61% | +$634K | 0.05% | 317 |
|
|
2019
Q2 | $1.09M | Buy |
34,226
+16,472
| +93% | +$527K | 0.03% | 387 |
|
|
2019
Q1 | $587K | Sell |
17,754
-11,748
| -40% | -$377K | 0.04% | 310 |
|
|
2018
Q4 | $846K | Sell |
29,502
-21,234
| -42% | -$710K | 0.14% | 170 |
|
|
2018
Q3 | $1.92M | Buy |
50,736
+37,678
| +289% | +$1.41M | 0.11% | 138 |
|
|
2018
Q2 | $496K | Buy |
13,058
+6,486
| +99% | +$241K | 0.03% | 261 |
|
|
2018
Q1 | $222K | Sell |
6,572
-1,166
| -15% | -$41.3K | 0.02% | 388 |
|
|
2017
Q4 | $280K | Sell |
7,738
-8,092
| -51% | -$279K | 0.02% | 332 |
|
|
2017
Q3 | $542K | Buy |
15,830
+1,622
| +11% | +$52.8K | 0.05% | 225 |
|
|
2017
Q2 | $461K | Sell |
14,208
-1,344
| -9% | -$45.2K | 0.06% | 239 |
|
|
2017
Q1 | $544K | Sell |
15,552
-37,526
| -71% | -$1.36M | 0.1% | 164 |
|
|
2016
Q4 | $2M | Buy |
+53,078
| New | +$1.92M | 0.81% | 22 |
|
Other funds holding XLE
AE Wealth Management's XLE Position: Q2 2026 in Review
AE Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 18% in Q2 2026, selling an estimated $6.33M and leaving 503,748 shares worth $26.8M. The position accounts for 0.12% of the portfolio, ranked #174.
AE Wealth Management first reported a position in XLE in Q4 2016 and has held it in 39 quarters since. The position peaked at $37.6M in Q1 2026. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- AE Wealth Management held 503,748 shares of State Street Energy Select Sector SPDR ETF worth $26.8M as of Q2 2026.
- AE Wealth Management sold 110,742 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $6.33M.
- State Street Energy Select Sector SPDR ETF made up 0.12% of AE Wealth Management's portfolio in Q2 2026, its #174 holding.
- AE Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2016 and has held it in 39 quarters since.
- AE Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $37.6M in Q1 2026.
- 2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.