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
2021
Q3
Sell
-1,000
Closed -$4K 1724
2021
Q2
$4K Buy
+1,000
New +$70K ﹤0.01% 1566

Other funds holding XLK

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.