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Spdr Series Trust barcly cap etf shares owned by AE Wealth Management

Quarter-by-quarter ownership of Spdr Series Trust barcly cap etf (SPLB) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Spdr Series Trust barcly cap etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr Series Trust barcly cap etf held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Series Trust barcly cap etf by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.2M 51k 23.27
2023-09-30 $1.3M 63k 21.24
2023-06-30 $23M 1.0M 23.26
2023-03-31 $21M 881k 23.62
2022-12-31 $19M 832k 22.45
2022-03-31 $1.5M 55k 27.78
2021-12-31 $3.3M 104k 31.48
2021-09-30 $1.1M 34k 31.36
2021-06-30 $1.1M 35k 31.77
2021-03-31 $873k 29k 30.17
2020-12-31 $4.9M 147k 33.10
2020-09-30 $749k 24k 31.76
2020-06-30 $1.0M 32k 31.70
2020-03-31 $315k 11k 28.44
2019-12-31 $615k 20k 30.12
2019-09-30 $780k 26k 30.08
2019-06-30 $504k 18k 28.74