AE Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

AE Wealth Management’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-3,600	Closed	-$2K	–	1445
2020 Q3	$2K	Buy	+3,600	New	+$63.9K	﹤0.01%	1270
2019 Q2	–	Sell	-1,600	Closed	-$3K	–	1006
2019 Q1	$3K	Buy	+1,600	New	+$51.4K	﹤0.01%	637

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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. 2,036 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.
2,036 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.