Ownership history in AE Wealth Management LLC · 36 quarters on record
This page tracks every 13F SEC filing in which AE Wealth Management LLC reported a position in SPDR INDEX SHS FDS (WDIV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 344,755 | +7,933 | +2.4% | 0.15% | $26.0M | $75.45 |
| 2025 Q3 | ADDED | 336,822 | +13,920 | +4.3% | 0.16% | $24.5M | $71.96 |
| 2025 Q2 | REDUCED | 322,902 | -9,499 | -2.9% | 0.17% | $22.8M | $69.10 |
| 2025 Q1 | REDUCED | 332,401 | -6,326 | -1.9% | 0.18% | $21.6M | $62.59 |
| 2024 Q4 | ADDED | 338,727 | +5,445 | +1.6% | 0.18% | $21.0M | $59.33 |
| 2024 Q3 | ADDED | 333,282 | +5,943 | +1.8% | 0.20% | $22.2M | $63.02 |
| 2024 Q2 | ADDED | 327,339 | +18,299 | +5.9% | 0.19% | $19.3M | $55.35 |
| 2024 Q1 | REDUCED | 309,040 | -135,683 | -30.5% | 0.21% | $18.5M | $55.03 |
| 2023 Q4 | ADDED | 444,723 | +3,195 | +0.7% | 0.14% | $26.5M | $55.14 |
| 2023 Q3 | ADDED | 441,528 | +5,507 | +1.3% | 0.14% | $24.1M | $49.16 |
As of 2025 Q4 — sorted by position size