AE Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
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. 2,048 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.
- 2,048 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.