Industrial SPDR shares owned by AE Wealth Management
Quarter-by-quarter ownership of Industrial SPDR (XLI) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Industrial SPDR
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Quarterly reported holdings in Industrial SPDR by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $21M | 134k | 155.12 |
| 2025-09-30 | $19M | 126k | 154.23 |
| 2025-06-30 | $17M | 117k | 147.57 |
| 2025-03-31 | $14M | 107k | 131.07 |
| 2024-12-31 | $13M | 95k | 131.76 |
| 2024-09-30 | $11M | 81k | 135.44 |
| 2024-06-30 | $8.7M | 71k | 121.88 |
| 2024-03-31 | $7.7M | 61k | 125.86 |
| 2023-12-31 | $15M | 136k | 113.43 |
| 2023-09-30 | $7.1M | 70k | 101.38 |
| 2023-06-30 | $10M | 96k | 107.32 |
| 2023-03-31 | $8.5M | 84k | 101.18 |
| 2022-12-31 | $8.1M | 83k | 98.21 |
| 2022-09-30 | $6.1M | 73k | 82.84 |
| 2022-06-30 | $22M | 250k | 87.34 |
| 2022-03-31 | $28M | 276k | 102.98 |
| 2021-12-31 | $35M | 326k | 105.81 |
| 2021-09-30 | $26M | 268k | 97.84 |
| 2021-06-30 | $22M | 216k | 102.40 |
| 2021-03-31 | $17M | 173k | 98.45 |
| 2020-12-31 | $14M | 152k | 88.55 |
| 2020-09-30 | $10M | 130k | 76.98 |
| 2020-06-30 | $7.9M | 115k | 68.70 |
| 2020-03-31 | $2.0M | 34k | 59.00 |
| 2019-12-31 | $4.7M | 58k | 81.47 |
| 2019-09-30 | $1.7M | 22k | 77.62 |
| 2019-06-30 | $532k | 6.9k | 77.45 |
| 2019-03-31 | $460k | 6.1k | 74.98 |
| 2018-12-31 | $404k | 6.3k | 64.46 |
| 2018-09-30 | $510k | 6.5k | 78.34 |
| 2018-06-30 | $2.8M | 40k | 71.64 |
| 2018-03-31 | $1.6M | 22k | 74.30 |
| 2017-12-31 | $213k | 2.8k | 75.51 |
| 2017-09-30 | $671k | 9.5k | 70.95 |
| 2017-06-30 | $763k | 11k | 68.09 |