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Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in SPDR INDEX SHS FDS

AE Wealth Management LLC holds 37,551 shares of EWX (SPDR INDEX SHS FDS), worth $2.8M as of 2026-Q2. The position was decreased (-11.9% shares). EWX represents 0.0% of AE Wealth Management LLC's portfolio.

Current Value

$2.8M

Current Shares

37,551

Total Value Change

+$1.5M

Total Shares Change

+16,425

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
37,551
-11.9%
$2.8M0.0%$74.31
0
2026-Q1
Increased
42,603
+34.7%
$2.8M0.0%$66.38
34
2025-Q4
Increased
31,631
+48.5%
$2.1M0.0%$65.53
36
2025-Q3
Increased
21,305
+16.6%
$1.4M0.0%$65.57
30
2025-Q2
Increased
18,275
+15.0%
$1.1M0.0%$60.46
29
2025-Q1
Decreased
15,889
-20.2%
$899,8280.0%$55.35
0
2024-Q4
Decreased
19,921
-5.7%
$1.2M0.0%$57.02
0
2024-Q3
Decreased
21,126
-11.9%
$1.3M0.0%$58.80
0

Other major holders of EWX: Creative Planning

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