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
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |