AE Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.3M	Buy	42,824 +4,042	+10%	+$210K	0.01%	619
2026 Q1	$1.91M	Sell	38,782 -11,129	-22%	-$580K	0.01%	662
2025 Q4	$2.73M	Buy	49,911 +3,203	+7%	+$171K	0.02%	519
2025 Q3	$2.52M	Buy	46,708 +4,673	+11%	+$248K	0.02%	505
2025 Q2	$2.2M	Sell	42,035 -155,608	-79%	-$7.7M	0.02%	517
2025 Q1	$9.84M	Sell	197,643 -59,002	-23%	-$2.96M	0.08%	243
2024 Q4	$12.4M	Buy	256,645 +222,469	+651%	+$10.8M	0.11%	210
2024 Q3	$1.55M	Sell	34,176 -3,224	-9%	-$141K	0.01%	609
2024 Q2	$1.54M	Buy	37,400 +3,581	+11%	+$147K	0.02%	592
2024 Q1	$1.42M	Sell	33,819 -352,200	-91%	-$13.9M	0.02%	579
2023 Q4	$14.9M	Buy	386,019 +105,255	+37%	+$3.64M	0.08%	302
2023 Q3	$9.31M	Buy	280,764 +56,468	+25%	+$1.95M	0.06%	399
2023 Q2	$7.56M	Sell	224,296 -14,263	-6%	-$465K	0.05%	435
2023 Q1	$7.67M	Sell	238,559 -103,524	-30%	-$3.6M	0.05%	405
2022 Q4	$11.7M	Buy	342,083 +12,795	+4%	+$433K	0.08%	280
2022 Q3	$10M	Sell	329,288 -638,906	-66%	-$21.1M	0.08%	267
2022 Q2	$30.4M	Buy	968,194 +19,694	+2%	+$681K	0.24%	91
2022 Q1	$36.3M	Sell	948,500 -17,051	-2%	-$666K	0.25%	82
2021 Q4	$37.7M	Buy	965,551 +76,106	+9%	+$2.99M	0.26%	83
2021 Q3	$33.4M	Buy	889,445 +60,277	+7%	+$2.26M	0.28%	81
2021 Q2	$30.4M	Buy	829,168 +197,317	+31%	+$7.22M	0.27%	89
2021 Q1	$21.5M	Buy	631,851 +97,371	+18%	+$3.13M	0.22%	104
2020 Q4	$15.8M	Buy	534,480 +142,319	+36%	+$3.81M	0.18%	131
2020 Q3	$9.44M	Sell	392,161 -31,611	-7%	-$769K	0.13%	151
2020 Q2	$9.81M	Buy	423,772 +225,254	+113%	+$5.12M	0.15%	146
2020 Q1	$4.13M	Sell	198,518 -14,836	-7%	-$408K	0.1%	194
2019 Q4	$6.57M	Buy	213,354 +88,862	+71%	+$2.61M	0.14%	139
2019 Q3	$3.49M	Buy	124,492 +15,328	+14%	+$423K	0.1%	184
2019 Q2	$3.01M	Buy	109,164 +59,846	+121%	+$1.62M	0.09%	178
2019 Q1	$1.27M	Sell	49,318 -24,553	-33%	-$634K	0.09%	185
2018 Q4	$1.76M	Sell	73,871 -35,904	-33%	-$933K	0.3%	84
2018 Q3	$3.03M	Buy	109,775 +56,595	+106%	+$1.58M	0.17%	105
2018 Q2	$1.41M	Buy	53,180 +5,773	+12%	+$159K	0.1%	123
2018 Q1	$1.31M	Buy	47,407 +521	+1%	+$15K	0.1%	128
2017 Q4	$1.31M	Sell	46,886 -30,598	-39%	-$823K	0.12%	123
2017 Q3	$2M	Buy	77,484 +9,879	+15%	+$246K	0.19%	81
2017 Q2	$1.67M	Buy	67,605 +36,909	+120%	+$876K	0.2%	88
2017 Q1	$728K	Buy	30,696 +10,604	+53%	+$254K	0.13%	142
2016 Q4	$467K	Buy	+20,092	New	+$431K	0.19%	121

Other funds holding XLF

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

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

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

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

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

AE Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 10% in Q2 2026, buying an estimated $210K and bringing the position to 42,824 shares worth $2.3M. The position accounts for 0.01% of the portfolio, ranked #619.

AE Wealth Management first reported a position in XLF in Q4 2016 and has held it in 39 quarters since. The position peaked at $37.7M in Q4 2021. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

AE Wealth Management held 42,824 shares of State Street Financial Select Sector SPDR ETF worth $2.3M as of Q2 2026.
AE Wealth Management bought 4,042 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $210K.
State Street Financial Select Sector SPDR ETF made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #619 holding.
AE Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2016 and has held it in 39 quarters since.
AE Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $37.7M in Q4 2021.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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