AE Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-600
Closed -$1K 632
2018
Q2
$1K Buy
+600
New +$49.7K ﹤0.01% 455

Other funds holding XLV

AE Wealth Management's XLV Position: Q2 2026 in Review

AE Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 71% in Q2 2026, buying an estimated $1.63M and bringing the position to 26,330 shares worth $4.18M. The position accounts for 0.02% of the portfolio, ranked #478.

AE Wealth Management first reported a position in XLV in Q4 2016 and has held it in 39 quarters since. The position peaked at $35.6M in Q1 2022. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • AE Wealth Management held 26,330 shares of State Street Health Care Select Sector SPDR ETF worth $4.18M as of Q2 2026.
  • AE Wealth Management bought 10,941 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $1.63M.
  • State Street Health Care Select Sector SPDR ETF made up 0.02% of AE Wealth Management's portfolio in Q2 2026, its #478 holding.
  • AE Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2016 and has held it in 39 quarters since.
  • AE Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $35.6M in Q1 2022.
  • 1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.