Spdr Series spdr bofa crss shares owned by AE Wealth Management
Quarter-by-quarter ownership of Spdr Series spdr bofa crss (SPHY) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Spdr Series spdr bofa crss
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Quarterly reported holdings in Spdr Series spdr bofa crss by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.3M | 140k | 23.46 |
| 2023-12-31 | $7.4M | 314k | 23.46 |
| 2023-09-30 | $3.4M | 153k | 22.42 |
| 2023-06-30 | $5.2M | 228k | 22.84 |
| 2023-03-31 | $6.4M | 277k | 22.98 |
| 2022-12-31 | $9.0M | 403k | 22.34 |
| 2022-09-30 | $9.9M | 454k | 21.82 |
| 2022-06-30 | $2.3M | 101k | 22.45 |
| 2022-03-31 | $2.8M | 110k | 25.10 |
| 2021-12-31 | $2.3M | 86k | 26.57 |
| 2021-09-30 | $1.9M | 71k | 26.77 |
| 2021-06-30 | $1.0M | 39k | 26.88 |