AE Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

AE Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 30% in Q1 2026, buying an estimated $1.42M and bringing the position to 43,887 shares worth $5.83M. The position accounts for 0.03% of the portfolio, ranked #380.

AE Wealth Management first reported a position in XLK in Q4 2016 and has held it in 38 quarters since. The position peaked at $65.8M in Q1 2022. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

AE Wealth Management held 43,887 shares of State Street Technology Select Sector SPDR ETF worth $5.83M as of Q1 2026.
AE Wealth Management bought 10,078 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $1.42M.
State Street Technology Select Sector SPDR ETF made up 0.03% of AE Wealth Management's portfolio in Q1 2026, its #380 holding.
AE Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2016 and has held it in 38 quarters since.
AE Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $65.8M in Q1 2022.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

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