Consumer Discretionary SPDR shares owned by AE Wealth Management
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Consumer Discretionary SPDR
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Quarterly reported holdings in Consumer Discretionary SPDR by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.3M | 7.0k | 183.90 |
| 2023-12-31 | $8.3M | 48k | 171.68 |
| 2023-09-30 | $15M | 92k | 160.98 |
| 2023-06-30 | $12M | 72k | 169.81 |
| 2023-03-31 | $7.5M | 50k | 149.54 |
| 2022-12-31 | $6.3M | 49k | 129.16 |
| 2022-09-30 | $7.9M | 56k | 142.45 |
| 2022-06-30 | $27M | 200k | 137.48 |
| 2022-03-31 | $42M | 224k | 185.00 |
| 2021-12-31 | $43M | 209k | 204.44 |
| 2021-09-30 | $932k | 163k | 5.71 |
| 2021-06-30 | $30M | 166k | 178.55 |
| 2021-03-31 | $19M | 111k | 168.07 |
| 2020-12-31 | $17M | 107k | 160.78 |
| 2020-09-30 | $13M | 91k | 146.99 |
| 2020-06-30 | $12M | 97k | 127.71 |
| 2020-03-31 | $5.1M | 52k | 98.08 |
| 2019-12-31 | $9.0M | 72k | 125.42 |
| 2019-09-30 | $2.9M | 24k | 120.71 |
| 2019-06-30 | $2.0M | 16k | 119.18 |
| 2019-03-31 | $1.2M | 11k | 113.88 |
| 2018-12-31 | $1.4M | 14k | 99.00 |
| 2018-09-30 | $3.1M | 27k | 117.20 |
| 2018-06-30 | $893k | 8.2k | 109.36 |
| 2018-03-31 | $12k | 7.4k | 1.67 |
| 2017-12-31 | $922k | 9.3k | 98.66 |
| 2017-09-30 | $860k | 9.5k | 90.07 |
| 2017-06-30 | $977k | 11k | 89.61 |
| 2017-03-31 | $552k | 6.3k | 87.98 |
| 2016-12-31 | $241k | 3.0k | 81.47 |