Energy Select Sector SPDR shares owned by AE Wealth Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $14M | 159k | 85.66 |
| 2024-09-30 | $12M | 131k | 87.80 |
| 2024-06-30 | $10M | 111k | 91.15 |
| 2024-03-31 | $9.0M | 96k | 94.40 |
| 2023-12-31 | $19M | 222k | 84.25 |
| 2023-09-30 | $21M | 227k | 90.39 |
| 2023-06-30 | $20M | 243k | 81.17 |
| 2023-03-31 | $20M | 245k | 82.83 |
| 2022-12-31 | $26M | 300k | 87.47 |
| 2022-09-30 | $21M | 290k | 72.02 |
| 2022-06-30 | $25M | 354k | 71.51 |
| 2022-03-31 | $33M | 434k | 76.44 |
| 2021-12-31 | $22M | 403k | 55.50 |
| 2021-09-30 | $16M | 306k | 52.09 |
| 2021-06-30 | $0 | 318k | 0.00 |
| 2021-03-31 | $11M | 231k | 49.06 |
| 2020-12-31 | $6.2M | 163k | 37.90 |
| 2020-09-30 | $299k | 123k | 2.43 |
| 2020-06-30 | $4.3M | 115k | 37.85 |
| 2020-03-31 | $1.4M | 50k | 29.06 |
| 2019-12-31 | $2.4M | 40k | 60.04 |
| 2019-09-30 | $1.6M | 28k | 59.18 |
| 2019-06-30 | $1.1M | 17k | 63.69 |
| 2019-03-31 | $640k | 9.7k | 66.13 |
| 2018-12-31 | $846k | 15k | 57.35 |
| 2018-09-30 | $1.9M | 25k | 75.73 |
| 2018-06-30 | $496k | 6.5k | 75.97 |
| 2018-03-31 | $222k | 3.3k | 67.56 |
| 2017-12-31 | $280k | 3.9k | 72.37 |
| 2017-09-30 | $542k | 7.9k | 68.48 |
| 2017-06-30 | $461k | 7.1k | 64.89 |
| 2017-03-31 | $544k | 7.8k | 69.96 |
| 2016-12-31 | $2.0M | 27k | 75.32 |