SPDR S&P Retail shares owned by AE Wealth Management
Quarter-by-quarter ownership of SPDR S&P Retail (XRT) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in SPDR S&P Retail
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Quarterly reported holdings in SPDR S&P Retail by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.0M | 51k | 78.99 |
| 2023-12-31 | $249k | 3.6k | 69.93 |
| 2023-09-30 | $208k | 3.4k | 60.86 |
| 2023-06-30 | $212k | 3.3k | 63.75 |
| 2023-03-31 | $205k | 3.2k | 63.42 |
| 2022-03-31 | $239k | 3.2k | 75.44 |
| 2021-12-31 | $289k | 3.2k | 90.43 |
| 2021-09-30 | $2.6M | 29k | 90.31 |
| 2021-06-30 | $2.8M | 29k | 97.23 |
| 2021-03-31 | $370k | 4.1k | 89.20 |