AE Wealth Management »

Spire shares owned by AE Wealth Management

Quarter-by-quarter ownership of Spire (SR) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Spire

Tip: Access up to 7 years of quarterly data

All positions including Spire held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Spire by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $598k 10k 58.15
2023-09-30 $584k 10k 56.58
2023-06-30 $589k 9.3k 63.44
2023-03-31 $651k 9.3k 70.14
2022-12-31 $633k 9.2k 68.86

More positions owned by AE Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Ishares Tr Rus Tp200 Gr Etf (IWY)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Aim Etf Products Trust Us Lrgcp B20 Jan (JANW)
Vanguard Index Fds Growth Etf (VUG)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Rus Tp200 Vl Etf (IWX)

View all positions for AE Wealth Management

Top funds holding Spire

Vanguard Group
Dimensional Fund Advisors
Bank of New York Mellon
Duff & Phelps Investment Management
Franklin Resources
Charles Schwab Investment Management
Victory Capital Management
Old Republic International
Bank of America Corporation
William Blair Investment Management
Goldman Sachs Group
Norges Bank Investment Management
Legal & General Group
Wellington Management Company
Jpmorgan Chase & Co

View all funds holding Spire