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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-800	Closed	-$1K	–	1802
2021 Q3	$1K	Sell	800 -2,600	-76%	-$86.9K	﹤0.01%	1615
2021 Q2	$1K	Buy	+3,400	New	+$111K	﹤0.01%	1575
2021 Q1	–	Sell	-13,000	Closed	-$2K	–	1580
2020 Q4	$2K	Sell	13,000 -21,800	-63%	-$690K	﹤0.01%	1356
2020 Q3	$10K	Buy	34,800 +26,600	+324%	+$789K	﹤0.01%	1261
2020 Q2	$6K	Buy	+8,200	New	+$236K	﹤0.01%	1245

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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.