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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
– Sell
-1,400
Closed -$4K – 1803
2021
Q3
$4K Buy
+1,400
New +$127K ﹤0.01% 1604
2018
Q2
– Sell
-1,200
Closed -$1K – 504
2018
Q1
$1K Buy
+1,200
New +$62.6K ﹤0.01% 453

Other funds holding XLY

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. 1,314 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.
  • 1,314 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.