AE Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $23.4M | Buy |
122,656
+78,769
| +179% | +$13.5M | 0.11% | 204 |
|
|
2026
Q1 | $5.83M | Buy |
43,887
+10,078
| +30% | +$1.42M | 0.03% | 380 |
|
|
2025
Q4 | $4.87M | Buy |
33,809
+8,667
| +34% | +$1.25M | 0.03% | 400 |
|
|
2025
Q3 | $3.54M | Sell |
25,142
-9,322
| -27% | -$1.23M | 0.02% | 423 |
|
|
2025
Q2 | $4.36M | Sell |
34,464
-5,878
| -15% | -$652K | 0.03% | 376 |
|
|
2025
Q1 | $4.16M | Sell |
40,342
-52,434
| -57% | -$5.94M | 0.04% | 374 |
|
|
2024
Q4 | $10.8M | Buy |
92,776
+41,512
| +81% | +$4.83M | 0.09% | 231 |
|
|
2024
Q3 | $5.79M | Sell |
51,264
-63,200
| -55% | -$6.94M | 0.05% | 305 |
|
|
2024
Q2 | $12.9M | Buy |
114,464
+61,612
| +117% | +$6.49M | 0.13% | 190 |
|
|
2024
Q1 | $5.5M | Sell |
52,852
-284,640
| -84% | -$28.8M | 0.06% | 281 |
|
|
2023
Q4 | $34M | Buy |
337,492
+71,548
| +27% | +$6.37M | 0.17% | 123 |
|
|
2023
Q3 | $21.8M | Buy |
265,944
+11,368
| +4% | +$975K | 0.13% | 182 |
|
|
2023
Q2 | $22.1M | Buy |
254,576
+70,776
| +39% | +$5.58M | 0.13% | 177 |
|
|
2023
Q1 | $13.9M | Sell |
183,800
-60,524
| -25% | -$4.17M | 0.09% | 272 |
|
|
2022
Q4 | $15.2M | Sell |
244,324
-21,374
| -8% | -$1.36M | 0.11% | 216 |
|
|
2022
Q3 | $15.8M | Sell |
265,698
-464,880
| -64% | -$31.7M | 0.13% | 170 |
|
|
2022
Q2 | $46.4M | Sell |
730,578
-97,388
| -12% | -$6.78M | 0.37% | 53 |
|
|
2022
Q1 | $65.8M | Buy |
827,966
+76,510
| +10% | +$6.01M | 0.45% | 42 |
|
|
2021
Q4 | $65.3M | Buy |
751,456
+42,214
| +6% | +$3.48M | 0.46% | 40 |
|
|
2021
Q3 | $53M | Buy |
709,242
+52,552
| +8% | +$4.05M | 0.44% | 45 |
|
|
2021
Q2 | $48.5M | Buy |
656,690
+73,706
| +13% | +$5.16M | 0.42% | 47 |
|
|
2021
Q1 | $38.7M | Buy |
582,984
+75,824
| +15% | +$5.01M | 0.39% | 52 |
|
|
2020
Q4 | $33M | Buy |
507,160
+116,340
| +30% | +$7.09M | 0.37% | 58 |
|
|
2020
Q3 | $22.8M | Buy |
390,820
+19,672
| +5% | +$1.11M | 0.33% | 65 |
|
|
2020
Q2 | $19.4M | Buy |
371,148
+161,162
| +77% | +$7.58M | 0.3% | 77 |
|
|
2020
Q1 | $8.44M | Sell |
209,986
-56,308
| -21% | -$2.57M | 0.19% | 106 |
|
|
2019
Q4 | $12.2M | Buy |
266,294
+148,648
| +126% | +$6.36M | 0.26% | 78 |
|
|
2019
Q3 | $4.74M | Buy |
117,646
+22,944
| +24% | +$918K | 0.14% | 150 |
|
|
2019
Q2 | $3.69M | Buy |
94,702
+26,766
| +39% | +$1.02M | 0.11% | 159 |
|
|
2019
Q1 | $2.51M | Sell |
67,936
-40,690
| -37% | -$1.39M | 0.17% | 111 |
|
|
2018
Q4 | $3.37M | Sell |
108,626
-108,002
| -50% | -$3.65M | 0.58% | 42 |
|
|
2018
Q3 | $8.16M | Buy |
216,628
+41,756
| +24% | +$1.53M | 0.45% | 44 |
|
|
2018
Q2 | $6.07M | Buy |
174,872
+19,232
| +12% | +$660K | 0.41% | 44 |
|
|
2018
Q1 | $5.09M | Buy |
155,640
+60,432
| +63% | +$2.03M | 0.39% | 46 |
|
|
2017
Q4 | $3.04M | Sell |
95,208
-21,550
| -18% | -$676K | 0.27% | 69 |
|
|
2017
Q3 | $3.45M | Sell |
116,758
-5,588
| -5% | -$161K | 0.32% | 51 |
|
|
2017
Q2 | $3.35M | Buy |
122,346
+90,396
| +283% | +$2.49M | 0.4% | 51 |
|
|
2017
Q1 | $852K | Buy |
31,950
+22,084
| +224% | +$569K | 0.16% | 128 |
|
|
2016
Q4 | $239K | Buy |
+9,866
| New | +$235K | 0.1% | 172 |
|
Other funds holding XLK
APTFM
AE Wealth Management's XLK Position: Q2 2026 in Review
AE Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 179% in Q2 2026, buying an estimated $13.5M and bringing the position to 122,656 shares worth $23.4M. The position accounts for 0.11% of the portfolio, ranked #204.
AE Wealth Management first reported a position in XLK in Q4 2016 and has held it in 39 quarters since. The position peaked at $65.8M in Q1 2022. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.
- AE Wealth Management held 122,656 shares of State Street Technology Select Sector SPDR ETF worth $23.4M as of Q2 2026.
- AE Wealth Management bought 78,769 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $13.5M.
- State Street Technology Select Sector SPDR ETF made up 0.11% of AE Wealth Management's portfolio in Q2 2026, its #204 holding.
- AE Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2016 and has held it in 39 quarters since.
- AE Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $65.8M in Q1 2022.
- 2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.
Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.