SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

AE Wealth Management LLC's Holding History (CIK: 0001697723)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 18,606 Value ($000) $2,880 Avg Close Range
Q3 2025
Shares 12,168 Value ($000) $1,693 Avg Close Range
Q2 2025
Shares 15,061 Value ($000) $2,030 Avg Close Range
Q1 2025
Shares 16,964 Value ($000) $2,477 Avg Close Range
Q4 2024
Shares 13,846 Value ($000) $1,905 Avg Close Range
Q3 2024
Shares 11,801 Value ($000) $1,818 Avg Close Range
Q2 2024
Shares 11,233 Value ($000) $1,637 Avg Close Range
Q1 2024
Shares 10,057 Value ($000) $1,486 Avg Close Range
Q4 2023
Shares 129,324 Value ($000) $18,011 Avg Close Range
Q3 2023
Shares 180,636 Value ($000) $23,255 Avg Close Range
Q2 2023
Shares 184,173 Value ($000) $24,445 Avg Close Range
Q1 2023
Shares 142,997 Value ($000) $18,512 Avg Close Range
Q4 2022
Shares 209,360 Value ($000) $28,442 Avg Close Range
Q3 2022
Shares 143,608 Value ($000) $17,392 Avg Close Range
Q2 2022
Shares 241,127 Value ($000) $30,922 Avg Close Range
Q1 2022
Shares 259,829 Value ($000) $35,594 Avg Close Range
Q4 2021
Shares 233,497 Value ($000) $32,897 Avg Close Range
Q3 2021
Shares 194,757 Value ($000) $24,793 Avg Close Range
Q2 2021
Shares 185,330 Value ($000) $23,342 Avg Close Range
Q1 2021
Shares 163,262 Value ($000) $19,059 Avg Close Range
Q4 2020
Shares 150,230 Value ($000) $17,042 Avg Close Range
Q3 2020
Shares 126,126 Value ($000) $13,304 Avg Close Range
Q2 2020
Shares 120,276 Value ($000) $12,036 Avg Close Range
Q1 2020
Shares 76,117 Value ($000) $6,742 Avg Close Range
Q4 2019
Shares 88,633 Value ($000) $9,028 Avg Close Range
Q3 2019
Shares 34,557 Value ($000) $3,115 Avg Close Range
Q2 2019
Shares 23,199 Value ($000) $2,149 Avg Close Range
Q1 2019
Shares 10,970 Value ($000) $1,007 Avg Close Range
Q4 2018
Shares 8,084 Value ($000) $699 Avg Close Range
Q3 2018
Shares 9,377 Value ($000) $892 Avg Close Range
Q2 2018
Shares 8,270 Value ($000) $690 Avg Close Range
Q1 2018
Shares 7,796 Value ($000) $635 Avg Close Range
Q4 2017
Shares 8,360 Value ($000) $691 Avg Close Range
Q3 2017
Shares 17,184 Value ($000) $1,404 Avg Close Range
Q2 2017
Shares 16,111 Value ($000) $1,277 Avg Close Range
Q1 2017
Shares 8,116 Value ($000) $604 Avg Close Range
Q4 2016
Shares 4,192 Value ($000) $289 Avg Close Range