SELECT SECTOR SPDR TR

Ticker: XLI CUSIP: 81369Y704 Class: INDL

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

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

Q4 2025
Shares 133,896 Value ($000) $20,770 Avg Close Range
Q3 2025
Shares 125,503 Value ($000) $19,357 Avg Close Range
Q2 2025
Shares 116,909 Value ($000) $17,247 Avg Close Range
Q1 2025
Shares 106,628 Value ($000) $13,976 Avg Close Range
Q4 2024
Shares 95,322 Value ($000) $12,560 Avg Close Range
Q3 2024
Shares 80,854 Value ($000) $10,951 Avg Close Range
Q2 2024
Shares 71,383 Value ($000) $8,700 Avg Close Range
Q1 2024
Shares 61,302 Value ($000) $7,722 Avg Close Range
Q4 2023
Shares 135,469 Value ($000) $15,366 Avg Close Range
Q3 2023
Shares 69,706 Value ($000) $7,067 Avg Close Range
Q2 2023
Shares 96,434 Value ($000) $10,349 Avg Close Range
Q1 2023
Shares 83,544 Value ($000) $8,453 Avg Close Range
Q4 2022
Shares 82,559 Value ($000) $8,108 Avg Close Range
Q3 2022
Shares 73,178 Value ($000) $6,062 Avg Close Range
Q2 2022
Shares 250,063 Value ($000) $21,841 Avg Close Range
Q1 2022
Shares 275,612 Value ($000) $28,383 Avg Close Range
Q4 2021
Shares 326,175 Value ($000) $34,513 Avg Close Range
Q3 2021
Shares 268,128 Value ($000) $26,234 Avg Close Range
Q2 2021
Shares 216,225 Value ($000) $22,141 Avg Close Range
Q1 2021
Shares 172,670 Value ($000) $16,999 Avg Close Range
Q4 2020
Shares 152,061 Value ($000) $13,465 Avg Close Range
Q3 2020
Shares 130,265 Value ($000) $10,028 Avg Close Range
Q2 2020
Shares 115,143 Value ($000) $7,910 Avg Close Range
Q1 2020
Shares 34,355 Value ($000) $2,027 Avg Close Range
Q4 2019
Shares 57,938 Value ($000) $4,720 Avg Close Range
Q3 2019
Shares 21,890 Value ($000) $1,699 Avg Close Range
Q2 2019
Shares 6,869 Value ($000) $532 Avg Close Range
Q1 2019
Shares 6,135 Value ($000) $460 Avg Close Range
Q4 2018
Shares 6,267 Value ($000) $404 Avg Close Range
Q3 2018
Shares 6,510 Value ($000) $510 Avg Close Range
Q2 2018
Shares 39,488 Value ($000) $2,829 Avg Close Range
Q1 2018
Shares 22,018 Value ($000) $1,636 Avg Close Range
Q4 2017
Shares 2,821 Value ($000) $213 Avg Close Range
Q3 2017
Shares 9,457 Value ($000) $671 Avg Close Range
Q2 2017
Shares 11,206 Value ($000) $763 Avg Close Range