Health Care SPDR shares owned by AE Wealth Management
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $18M | 129k | 139.27 |
| 2023-09-30 | $23M | 181k | 128.74 |
| 2023-06-30 | $24M | 184k | 132.73 |
| 2023-03-31 | $19M | 143k | 129.46 |
| 2022-12-31 | $28M | 209k | 135.85 |
| 2022-09-30 | $17M | 144k | 121.11 |
| 2022-06-30 | $31M | 241k | 128.24 |
| 2022-03-31 | $36M | 260k | 136.99 |
| 2021-12-31 | $33M | 234k | 140.89 |
| 2021-09-30 | $25M | 195k | 127.30 |
| 2021-06-30 | $23M | 185k | 125.95 |
| 2021-03-31 | $19M | 163k | 116.74 |
| 2020-12-31 | $17M | 150k | 113.44 |
| 2020-09-30 | $13M | 126k | 105.48 |
| 2020-06-30 | $12M | 120k | 100.07 |
| 2020-03-31 | $6.7M | 76k | 88.57 |
| 2019-12-31 | $9.0M | 89k | 101.86 |
| 2019-09-30 | $3.1M | 35k | 90.14 |
| 2019-06-30 | $2.1M | 23k | 92.63 |
| 2019-03-31 | $1.0M | 11k | 91.80 |
| 2018-12-31 | $699k | 8.1k | 86.47 |
| 2018-09-30 | $892k | 9.4k | 95.13 |
| 2018-06-30 | $824k | 9.9k | 83.43 |
| 2018-03-31 | $635k | 7.8k | 81.45 |
| 2017-12-31 | $691k | 8.4k | 82.66 |
| 2017-09-30 | $1.4M | 17k | 81.70 |
| 2017-06-30 | $1.3M | 16k | 79.26 |
| 2017-03-31 | $604k | 8.1k | 74.42 |
| 2016-12-31 | $289k | 4.2k | 68.94 |