Spdr Series Trust fund shares owned by AE Wealth Management
Quarter-by-quarter ownership of Spdr Series Trust fund (VLU) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Spdr Series Trust fund
Tip: Access up to 7 years of quarterly data
All positions including Spdr Series Trust fund 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 fund by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $31k | 150 | 204.12 |
| 2025-06-30 | $29k | 150 | 192.15 |
| 2025-03-31 | $28k | 150 | 183.82 |
| 2024-12-31 | $28k | 150 | 184.05 |