Spdr S&p 500 Etf shares owned by AE Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Spdr S&p 500 Etf
Tip: Access up to 7 years of quarterly data
All positions including Spdr S&p 500 Etf held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Spdr S&p 500 Etf by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $103M | 179k | 573.69 |
| 2024-06-30 | $103M | 189k | 543.40 |
| 2024-03-31 | $85M | 163k | 521.98 |
| 2023-12-31 | $1.3M | 713k | 1.86 |
| 2023-09-30 | $33M | 821k | 39.74 |
| 2023-06-30 | $2.2M | 868k | 2.50 |
| 2023-03-31 | $35M | 832k | 41.77 |
| 2022-12-31 | $22M | 634k | 34.15 |
| 2022-09-30 | $11M | 536k | 20.00 |
| 2022-06-30 | $13M | 632k | 20.00 |
| 2022-03-31 | $9.2M | 956k | 9.63 |
| 2021-12-31 | $285M | 600k | 474.96 |
| 2021-09-30 | $32M | 659k | 49.08 |
| 2021-06-30 | $20M | 411k | 47.48 |
| 2021-03-31 | $69M | 604k | 115.00 |
| 2020-12-31 | $38M | 317k | 120.00 |
| 2020-09-30 | $23M | 554k | 41.57 |
| 2020-06-30 | $20M | 415k | 48.87 |
| 2020-03-31 | $9.1M | 456k | 20.00 |
| 2019-12-31 | $58M | 180k | 321.86 |
| 2019-09-30 | $19M | 64k | 296.77 |
| 2019-06-30 | $21M | 70k | 292.99 |
| 2019-03-31 | $8.8M | 31k | 282.49 |
| 2018-12-31 | $8.6M | 35k | 249.93 |
| 2018-09-30 | $11M | 38k | 290.73 |
| 2018-06-30 | $12M | 45k | 271.27 |
| 2018-03-31 | $8.9M | 34k | 263.15 |
| 2017-12-31 | $7.0M | 26k | 266.85 |
| 2017-09-30 | $5.3M | 21k | 251.24 |
| 2017-06-30 | $3.1M | 13k | 241.84 |
| 2017-03-31 | $1.8M | 7.7k | 235.68 |
| 2016-12-31 | $975k | 4.4k | 223.57 |