AE Wealth Management »

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

Tip: Access up to 7 years of quarterly data

All positions including Industrial SPDR held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Industrial SPDR by AE Wealth Management

Quarter filed Position value Share count Share price at filing
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