Spdr Series Trust equity shares owned by AE Wealth Management
Quarter-by-quarter ownership of Spdr Series Trust equity (IBND) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Spdr Series Trust equity
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Quarterly reported holdings in Spdr Series Trust equity by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 72k | 32.29 |
| 2025-06-30 | $2.0M | 61k | 32.57 |
| 2025-03-31 | $1.3M | 44k | 29.49 |
| 2024-12-31 | $1.2M | 42k | 28.36 |
| 2024-09-30 | $1.3M | 41k | 30.60 |
| 2024-06-30 | $1.2M | 41k | 28.72 |
| 2024-03-31 | $1.1M | 39k | 29.13 |
| 2023-12-31 | $1.1M | 39k | 29.23 |
| 2023-09-30 | $4.6M | 170k | 27.13 |
| 2023-06-30 | $970k | 34k | 28.38 |
| 2023-03-31 | $1.0M | 36k | 28.54 |
| 2022-12-31 | $935k | 34k | 27.72 |
| 2022-09-30 | $1.0M | 41k | 25.08 |
| 2022-06-30 | $1.1M | 40k | 28.07 |
| 2022-03-31 | $1.5M | 47k | 31.88 |
| 2021-12-31 | $1.6M | 46k | 34.59 |
| 2021-09-30 | $1.6M | 45k | 35.31 |
| 2021-06-30 | $1.6M | 45k | 36.30 |
| 2021-03-31 | $1.3M | 37k | 35.82 |
| 2020-12-31 | $975k | 26k | 37.90 |
| 2020-09-30 | $757k | 21k | 35.59 |
| 2020-06-30 | $682k | 20k | 33.60 |
| 2020-03-31 | $516k | 17k | 31.07 |
| 2019-12-31 | $4.3M | 127k | 34.16 |