SELECT SECTOR SPDR TR

Ticker: XLY CUSIP: 81369Y407 Class: SBI CONS DISCR

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

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

Q4 2025
Shares 16,527 Value ($000) $1,974 Avg Close Range
Q3 2025
Shares 7,048 Value ($000) $1,689 Avg Close Range
Q2 2025
Shares 7,640 Value ($000) $1,660 Avg Close Range
Q1 2025
Shares 8,697 Value ($000) $1,717 Avg Close Range
Q4 2024
Shares 27,585 Value ($000) $6,189 Avg Close Range
Q3 2024
Shares 6,954 Value ($000) $1,393 Avg Close Range
Q2 2024
Shares 7,528 Value ($000) $1,373 Avg Close Range
Q1 2024
Shares 7,038 Value ($000) $1,294 Avg Close Range
Q4 2023
Shares 48,160 Value ($000) $8,268 Avg Close Range
Q3 2023
Shares 91,864 Value ($000) $14,788 Avg Close Range
Q2 2023
Shares 71,628 Value ($000) $12,163 Avg Close Range
Q1 2023
Shares 50,087 Value ($000) $7,490 Avg Close Range
Q4 2022
Shares 48,874 Value ($000) $6,313 Avg Close Range
Q3 2022
Shares 55,590 Value ($000) $7,919 Avg Close Range
Q2 2022
Shares 199,492 Value ($000) $27,426 Avg Close Range
Q1 2022
Shares 224,351 Value ($000) $41,505 Avg Close Range
Q4 2021
Shares 208,535 Value ($000) $42,633 Avg Close Range
Q3 2021
Shares 162,454 Value ($000) $29,152 Avg Close Range
Q2 2021
Shares 165,712 Value ($000) $29,588 Avg Close Range
Q1 2021
Shares 111,304 Value ($000) $18,707 Avg Close Range
Q4 2020
Shares 106,902 Value ($000) $17,188 Avg Close Range
Q3 2020
Shares 90,846 Value ($000) $13,353 Avg Close Range
Q2 2020
Shares 96,743 Value ($000) $12,355 Avg Close Range
Q1 2020
Shares 52,303 Value ($000) $5,130 Avg Close Range
Q4 2019
Shares 71,536 Value ($000) $8,972 Avg Close Range
Q3 2019
Shares 24,307 Value ($000) $2,934 Avg Close Range
Q2 2019
Shares 16,438 Value ($000) $1,959 Avg Close Range
Q1 2019
Shares 10,678 Value ($000) $1,216 Avg Close Range
Q4 2018
Shares 14,333 Value ($000) $1,419 Avg Close Range
Q3 2018
Shares 26,655 Value ($000) $3,124 Avg Close Range
Q2 2018
Shares 8,166 Value ($000) $893 Avg Close Range
Q1 2018
Shares 6,812 Value ($000) $690 Avg Close Range
Q4 2017
Shares 9,345 Value ($000) $922 Avg Close Range
Q3 2017
Shares 9,548 Value ($000) $860 Avg Close Range
Q2 2017
Shares 10,903 Value ($000) $977 Avg Close Range
Q1 2017
Shares 6,274 Value ($000) $552 Avg Close Range
Q4 2016
Shares 2,958 Value ($000) $241 Avg Close Range