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 $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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

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

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

AE Wealth Management's XLE Position: Q1 2026 in Review

AE Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 32% in Q1 2026, buying an estimated $8.07M and bringing the position to 614,490 shares worth $37.6M. The position accounts for 0.2% of the portfolio, ranked #117.

AE Wealth Management first reported a position in XLE in Q4 2016 and has held it in 38 quarters since. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

AE Wealth Management held 614,490 shares of State Street Energy Select Sector SPDR ETF worth $37.6M as of Q1 2026.
AE Wealth Management bought 150,414 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $8.07M.
State Street Energy Select Sector SPDR ETF made up 0.2% of AE Wealth Management's portfolio in Q1 2026, its #117 holding.
AE Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2016 and has held it in 38 quarters since.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.