AE Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
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.