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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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Quarterly reported holdings in Utilities SPDR by AE Wealth Management

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