AE Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.65M	Buy	14,080 +477	+4%	+$55.7K	0.01%	730
2026 Q1	$1.48M	Sell	13,603 -2,924	-18%	-$342K	0.01%	734
2025 Q4	$1.97M	Buy	16,527 +2,431	+17%	+$288K	0.01%	607
2025 Q3	$1.69M	Sell	14,096 -1,184	-8%	-$135K	0.01%	612
2025 Q2	$1.66M	Sell	15,280 -2,114	-12%	-$216K	0.01%	577
2025 Q1	$1.72M	Sell	17,394 -37,776	-68%	-$4.1M	0.01%	562
2024 Q4	$6.19M	Buy	55,170 +41,262	+297%	+$4.41M	0.05%	308
2024 Q3	$1.39M	Sell	13,908 -1,148	-8%	-$107K	0.01%	632
2024 Q2	$1.37M	Buy	15,056 +980	+7%	+$87.1K	0.01%	628
2024 Q1	$1.29M	Sell	14,076 -82,244	-85%	-$7.32M	0.01%	598
2023 Q4	$8.27M	Sell	96,320 -87,408	-48%	-$7.24M	0.04%	449
2023 Q3	$14.8M	Buy	183,728 +40,472	+28%	+$3.42M	0.09%	273
2023 Q2	$12.2M	Buy	143,256 +43,082	+43%	+$3.3M	0.07%	330
2023 Q1	$7.49M	Buy	100,174 +2,426	+2%	+$174K	0.05%	414
2022 Q4	$6.31M	Sell	97,748 -13,432	-12%	-$937K	0.05%	418
2022 Q3	$7.92M	Sell	111,180 -287,804	-72%	-$22.5M	0.06%	330
2022 Q2	$27.4M	Sell	398,984 -49,718	-11%	-$3.92M	0.22%	109
2022 Q1	$41.5M	Buy	448,702 +31,632	+8%	+$2.9M	0.28%	74
2021 Q4	$42.6M	Buy	417,070 +92,162	+28%	+$9.18M	0.3%	68
2021 Q3	$29.2M	Sell	324,908 -6,516	-2%	-$592K	0.24%	93
2021 Q2	$29.6M	Buy	331,424 +108,816	+49%	+$9.48M	0.26%	90
2021 Q1	$18.7M	Buy	222,608 +8,804	+4%	+$732K	0.19%	120
2020 Q4	$17.2M	Buy	213,804 +32,112	+18%	+$2.48M	0.2%	123
2020 Q3	$13.4M	Sell	181,692 -11,794	-6%	-$835K	0.19%	112
2020 Q2	$12.4M	Buy	193,486 +88,880	+85%	+$5.24M	0.19%	119
2020 Q1	$5.13M	Sell	104,606 -38,466	-27%	-$2.27M	0.12%	160
2019 Q4	$8.97M	Buy	143,072 +94,458	+194%	+$5.75M	0.19%	104
2019 Q3	$2.93M	Buy	48,614 +15,738	+48%	+$949K	0.08%	208
2019 Q2	$1.96M	Buy	32,876 +11,520	+54%	+$674K	0.06%	246
2019 Q1	$1.22M	Sell	21,356 -7,310	-26%	-$396K	0.08%	190
2018 Q4	$1.42M	Sell	28,666 -24,644	-46%	-$1.3M	0.24%	103
2018 Q3	$3.12M	Buy	53,310 +36,978	+226%	+$2.11M	0.17%	103
2018 Q2	$893K	Buy	16,332 +2,708	+20%	+$143K	0.06%	179
2018 Q1	$690K	Sell	13,624 -5,066	-27%	-$264K	0.05%	213
2017 Q4	$922K	Sell	18,690 -406	-2%	-$19.1K	0.08%	177
2017 Q3	$860K	Sell	19,096 -2,710	-12%	-$122K	0.08%	172
2017 Q2	$977K	Buy	21,806 +9,258	+74%	+$415K	0.12%	148
2017 Q1	$552K	Buy	12,548 +6,632	+112%	+$284K	0.1%	160
2016 Q4	$241K	Buy	+5,916	New	+$239K	0.1%	170

Other funds holding XLY

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

AE Wealth Management increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 3.5% in Q2 2026, buying an estimated $55.7K and bringing the position to 14,080 shares worth $1.65M. The position accounts for 0.01% of the portfolio, ranked #730.

AE Wealth Management first reported a position in XLY in Q4 2016 and has held it in 39 quarters since. The position peaked at $42.6M in Q4 2021. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

AE Wealth Management held 14,080 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.65M as of Q2 2026.
AE Wealth Management bought 477 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $55.7K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #730 holding.
AE Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2016 and has held it in 39 quarters since.
AE Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $42.6M in Q4 2021.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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