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: Q1 2026 in Review

AE Wealth Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 18% in Q1 2026, selling an estimated $342K and leaving 13,603 shares worth $1.48M. The position accounts for 0.01% of the portfolio, ranked #734.

AE Wealth Management first reported a position in XLY in Q4 2016 and has held it in 38 quarters since. The position peaked at $42.6M in Q4 2021. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

  • AE Wealth Management held 13,603 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.48M as of Q1 2026.
  • AE Wealth Management sold 2,924 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $342K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #734 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 38 quarters since.
  • AE Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $42.6M in Q4 2021.
  • 1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.