AE Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.53M | Sell |
77,841
-14,471
| -16% | -$655K | 0.02% | 518 |
|
|
2026
Q1 | $4.24M | Buy |
92,312
+26,057
| +39% | +$1.17M | 0.02% | 458 |
|
|
2025
Q4 | $2.83M | Buy |
66,255
+4,771
| +8% | +$211K | 0.02% | 513 |
|
|
2025
Q3 | $2.68M | Buy |
61,484
+13,044
| +27% | +$552K | 0.02% | 493 |
|
|
2025
Q2 | $1.98M | Sell |
48,440
-8,178
| -14% | -$326K | 0.01% | 541 |
|
|
2025
Q1 | $2.23M | Buy |
56,618
+5,900
| +12% | +$231K | 0.02% | 501 |
|
|
2024
Q4 | $1.92M | Sell |
50,718
-154,286
| -75% | -$6.12M | 0.02% | 533 |
|
|
2024
Q3 | $8.28M | Buy |
205,004
+164,156
| +402% | +$6.09M | 0.08% | 257 |
|
|
2024
Q2 | $1.39M | Sell |
40,848
-1,524
| -4% | -$52.3K | 0.01% | 622 |
|
|
2024
Q1 | $1.39M | Sell |
42,372
-237,870
| -85% | -$7.43M | 0.02% | 586 |
|
|
2023
Q4 | $8.58M | Sell |
280,242
-315,570
| -53% | -$9.65M | 0.04% | 436 |
|
|
2023
Q3 | $17.6M | Buy |
595,812
+34,078
| +6% | +$1.1M | 0.1% | 211 |
|
|
2023
Q2 | $18.4M | Sell |
561,734
-374,474
| -40% | -$12.6M | 0.11% | 215 |
|
|
2023
Q1 | $31.7M | Buy |
936,208
+217,598
| +30% | +$7.37M | 0.2% | 110 |
|
|
2022
Q4 | $25.3M | Buy |
718,610
+194,174
| +37% | +$6.6M | 0.18% | 129 |
|
|
2022
Q3 | $17.2M | Buy |
524,436
+59,838
| +13% | +$2.19M | 0.14% | 160 |
|
|
2022
Q2 | $16.3M | Buy |
464,598
+98,446
| +27% | +$3.56M | 0.13% | 176 |
|
|
2022
Q1 | $13.6M | Sell |
366,152
-6,428
| -2% | -$223K | 0.09% | 223 |
|
|
2021
Q4 | $13.3M | Buy |
372,580
+111,368
| +43% | +$3.76M | 0.09% | 214 |
|
|
2021
Q3 | $8.34M | Buy |
261,212
+38,434
| +17% | +$1.28M | 0.07% | 269 |
|
|
2021
Q2 | $7.04M | Buy |
222,778
+129,240
| +138% | +$4.23M | 0.06% | 288 |
|
|
2021
Q1 | $3M | Buy |
93,538
+30,554
| +49% | +$948K | 0.03% | 453 |
|
|
2020
Q4 | $1.98M | Sell |
62,984
-28,272
| -31% | -$895K | 0.02% | 500 |
|
|
2020
Q3 | $2.71M | Buy |
91,256
+54,360
| +147% | +$1.61M | 0.04% | 351 |
|
|
2020
Q2 | $1.04M | Sell |
36,896
-13,020
| -26% | -$375K | 0.02% | 608 |
|
|
2020
Q1 | $1.38M | Buy |
49,916
+4,696
| +10% | +$150K | 0.03% | 407 |
|
|
2019
Q4 | $1.46M | Buy |
45,220
+3,572
| +9% | +$113K | 0.03% | 434 |
|
|
2019
Q3 | $1.35M | Sell |
41,648
-16,878
| -29% | -$521K | 0.04% | 363 |
|
|
2019
Q2 | $1.75M | Buy |
58,526
+39,498
| +208% | +$1.16M | 0.05% | 273 |
|
|
2019
Q1 | $553K | Sell |
19,028
-5,706
| -23% | -$159K | 0.04% | 320 |
|
|
2018
Q4 | $654K | Sell |
24,734
-15,114
| -38% | -$411K | 0.11% | 206 |
|
|
2018
Q3 | $1.05M | Buy |
39,848
+31,624
| +385% | +$840K | 0.06% | 207 |
|
|
2018
Q2 | $214K | Buy |
+8,224
| New | +$207K | 0.01% | 406 |
|
|
2018
Q1 | – | Sell |
-8,270
| Closed | -$218K | – | 477 |
|
|
2017
Q4 | $218K | Sell |
8,270
-4,466
| -35% | -$122K | 0.02% | 380 |
|
|
2017
Q3 | $338K | Buy |
12,736
+4,524
| +55% | +$121K | 0.03% | 287 |
|
|
2017
Q2 | $213K | Buy |
+8,212
| New | +$216K | 0.03% | 350 |
|
Other funds holding XLU
AE Wealth Management's XLU Position: Q2 2026 in Review
AE Wealth Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 16% in Q2 2026, selling an estimated $655K and leaving 77,841 shares worth $3.53M. The position accounts for 0.02% of the portfolio, ranked #518.
AE Wealth Management first reported a position in XLU in Q2 2017 and has held it in 36 quarters since. The position peaked at $31.7M in Q1 2023. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- AE Wealth Management held 77,841 shares of State Street Utilities Select Sector SPDR ETF worth $3.53M as of Q2 2026.
- AE Wealth Management sold 14,471 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $655K.
- State Street Utilities Select Sector SPDR ETF made up 0.02% of AE Wealth Management's portfolio in Q2 2026, its #518 holding.
- AE Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2017 and has held it in 36 quarters since.
- AE Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $31.7M in Q1 2023.
- 1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.