SELECT SECTOR SPDR TR

Ticker: XLU CUSIP: 81369Y886 Class: SBI INT-UTILS

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

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

Q4 2025
Shares 66,255 Value ($000) $2,828 Avg Close Range
Q3 2025
Shares 30,742 Value ($000) $2,681 Avg Close Range
Q2 2025
Shares 24,220 Value ($000) $1,978 Avg Close Range
Q1 2025
Shares 28,309 Value ($000) $2,232 Avg Close Range
Q4 2024
Shares 25,359 Value ($000) $1,919 Avg Close Range
Q3 2024
Shares 102,502 Value ($000) $8,280 Avg Close Range
Q2 2024
Shares 20,424 Value ($000) $1,392 Avg Close Range
Q1 2024
Shares 21,186 Value ($000) $1,391 Avg Close Range
Q4 2023
Shares 140,121 Value ($000) $8,577 Avg Close Range
Q3 2023
Shares 297,906 Value ($000) $17,556 Avg Close Range
Q2 2023
Shares 280,867 Value ($000) $18,380 Avg Close Range
Q1 2023
Shares 468,104 Value ($000) $31,686 Avg Close Range
Q4 2022
Shares 359,305 Value ($000) $25,331 Avg Close Range
Q3 2022
Shares 262,218 Value ($000) $17,178 Avg Close Range
Q2 2022
Shares 232,299 Value ($000) $16,291 Avg Close Range
Q1 2022
Shares 183,076 Value ($000) $13,632 Avg Close Range
Q4 2021
Shares 186,290 Value ($000) $13,335 Avg Close Range
Q3 2021
Shares 130,606 Value ($000) $8,343 Avg Close Range
Q2 2021
Shares 111,389 Value ($000) $7,043 Avg Close Range
Q1 2021
Shares 46,769 Value ($000) $2,995 Avg Close Range
Q4 2020
Shares 31,492 Value ($000) $1,975 Avg Close Range
Q3 2020
Shares 45,628 Value ($000) $2,709 Avg Close Range
Q2 2020
Shares 18,448 Value ($000) $1,041 Avg Close Range
Q1 2020
Shares 24,958 Value ($000) $1,383 Avg Close Range
Q4 2019
Shares 22,610 Value ($000) $1,461 Avg Close Range
Q3 2019
Shares 20,824 Value ($000) $1,348 Avg Close Range
Q2 2019
Shares 29,263 Value ($000) $1,745 Avg Close Range
Q1 2019
Shares 9,514 Value ($000) $553 Avg Close Range
Q4 2018
Shares 12,367 Value ($000) $654 Avg Close Range
Q3 2018
Shares 19,924 Value ($000) $1,049 Avg Close Range
Q2 2018
Shares 4,112 Value ($000) $214 Avg Close Range
Q4 2017
Shares 4,135 Value ($000) $218 Avg Close Range
Q3 2017
Shares 6,368 Value ($000) $338 Avg Close Range
Q2 2017
Shares 4,106 Value ($000) $213 Avg Close Range