Utilities SPDR shares owned by AE Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR 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 Utilities SPDR by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 31k | 87.21 |
| 2025-06-30 | $2.0M | 24k | 81.66 |
| 2025-03-31 | $0 | 28k | 0.00 |
| 2024-12-31 | $1.9M | 25k | 75.69 |
| 2024-09-30 | $8.3M | 103k | 80.78 |
| 2024-06-30 | $1.4M | 20k | 68.14 |
| 2024-03-31 | $1.4M | 21k | 65.65 |
| 2023-12-31 | $8.6M | 140k | 61.21 |
| 2023-09-30 | $18M | 298k | 58.93 |
| 2023-06-30 | $18M | 281k | 65.44 |
| 2023-03-31 | $32M | 468k | 67.69 |
| 2022-12-31 | $25M | 359k | 70.50 |
| 2022-09-30 | $17M | 262k | 65.51 |
| 2022-06-30 | $16M | 232k | 70.13 |
| 2022-03-31 | $14M | 183k | 74.46 |
| 2021-12-31 | $13M | 186k | 71.58 |
| 2021-09-30 | $328k | 131k | 2.50 |
| 2021-06-30 | $114k | 114k | 1.00 |
| 2021-03-31 | $0 | 48k | 0.00 |
| 2020-12-31 | $0 | 38k | 0.00 |
| 2020-09-30 | $0 | 63k | 0.00 |
| 2020-06-30 | $17k | 23k | 0.77 |
| 2020-03-31 | $1.4M | 25k | 55.41 |
| 2019-12-31 | $1.5M | 23k | 64.62 |
| 2019-09-30 | $1.3M | 21k | 64.73 |
| 2019-06-30 | $1.7M | 29k | 59.63 |
| 2019-03-31 | $553k | 9.5k | 58.12 |
| 2018-12-31 | $665k | 13k | 52.88 |
| 2018-09-30 | $1.0M | 20k | 52.65 |
| 2018-06-30 | $214k | 4.1k | 52.04 |
| 2017-12-31 | $218k | 4.1k | 52.72 |
| 2017-09-30 | $338k | 6.4k | 53.08 |
| 2017-06-30 | $213k | 4.1k | 51.88 |