How many shares of FISR does AE Wealth Management LLC own?

As of 2026-Q2, AE Wealth Management LLC holds 106,457 shares of FISR (SSGA ACTIVE TR).

What is AE Wealth Management LLC's FISR position worth?

As of 2026-Q2, AE Wealth Management LLC's FISR position is worth $2.7M.

Is AE Wealth Management LLC buying or selling FISR?

In 2026-Q2, AE Wealth Management LLC decreased their FISR position (-20.5% change in shares).

When did AE Wealth Management LLC first buy FISR?

Based on available 13F filings, AE Wealth Management LLC first reported a position in FISR in 2019-Q4. They have held the position across 27 quarters.

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AE Wealth Management LLC

FISR
27 quarters

Position history for AE Wealth Management LLC's holdings in SSGA ACTIVE TR

Current Value

$2.7M

Current Shares

106,457

Total Value Change

+$1.9M

Total Shares Change

+79,804

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	106,457	-20.5%	$2.7M	0.0%	$25.48	0
2026-Q1	Increased	133,883	+32.4%	$3.4M	0.0%	$25.29	34
2025-Q4	Increased	101,140	+46.3%	$2.6M	0.0%	$25.31	36
2025-Q3	Decreased	69,154	-48.5%	$1.8M	0.0%	$25.08	0
2025-Q2	Increased	134,162	+27.2%	$3.5M	0.0%	$24.63	33
2025-Q1	Increased	105,510	+24.1%	$2.7M	0.0%	$24.44	32
2024-Q4	Decreased	85,049	-4.9%	$2.2M	0.0%	$23.80	0
2024-Q3	Increased	89,458	+33.4%	$2.4M	0.0%	$24.60	33
2024-Q2	Increased	67,081	+14.4%	$1.7M	0.0%	$23.34	29
2024-Q1	Decreased	58,613	-89.5%	$1.5M	0.0%	$23.33	0
2023-Q4	Increased	558,052	+71.3%	$14.3M	0.1%	$23.56	42
2023-Q3	Decreased	325,847	-2.6%	$8.1M	0.0%	$22.08	0
2023-Q2	Increased	334,470	+10.0%	$8.7M	0.1%	$22.90	30
2023-Q1	Increased	304,048	+7.5%	$8M	0.1%	$23.16	30
2022-Q4	Increased	282,827	+16.8%	$7.2M	0.1%	$22.38	32
2022-Q3	Increased	242,219	+23.1%	$6.2M	0.0%	$22.13	33
2022-Q2	Increased	196,728	+24.9%	$5.3M	0.0%	$23.42	33
2022-Q1	Increased	157,521	+7.1%	$4.5M	0.0%	$24.79	29
2021-Q4	Increased	147,017	+87.7%	$4.6M	0.0%	$26.56	42
2021-Q3	Increased	78,337	+68.3%	$2.4M	0.0%	$26.47	39
2021-Q2	Increased	46,537	+47.1%	$1.5M	0.0%	$26.54	35
2021-Q1	Decreased	31,627	-19.9%	$972,000	0.0%	$25.92	0
2020-Q4	Increased	39,483	+15.5%	$1.3M	0.0%	$27.02	29
2020-Q3	Decreased	34,183	-11.4%	$1.1M	0.0%	$26.61	0
2020-Q2	Decreased	38,600	-2.5%	$1.2M	0.0%	$26.45	0
2020-Q1	Increased	39,584	+48.5%	$1.2M	0.0%	$25.61	35
2019-Q4	New	26,653	-	$830,000	0.0%	$25.52	34

Other major holders of FISR: LPL Financial LLC, Envestnet Portfolio Solutions, Inc.

FISR27 quarters

FISR
27 quarters