AE Wealth Management LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1697723
TOPEKA, KS
Position in XLB
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$19,285,148
+$7,799,782 QoQ
Shares Held
385,935
+52.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XLB Over Time
Shares Held
Position Value (USD)
All Filings in XLB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,285,148 | 385,935 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $11,485,366 | 253,261 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $10,463,383 | 116,753 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $9,519,024 | 108,405 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $8,576,317 | 99,748 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $9,099,474 | 108,147 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $6,288,689 | 65,249 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $4,793,282 | 54,278 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $4,180,877 | 45,009 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $6,780,071 | 79,262 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,273,355 | 54,403 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $3,063,703 | 36,970 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $4,712,883 | 58,429 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $4,033,067 | 51,919 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $3,747,623 | 55,104 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $10,741,846 | 145,949 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $14,293,786 | 162,153 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $12,035,545 | 132,828 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $7,710,535 | 97,466 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $7,594,826 | 92,271 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $7,994,023 | 101,447 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $4,441,054 | 61,349 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $3,241,248 | 50,931 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $424,202 | 7,528 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $249,116 | 5,531 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||