Ae Wealth Management LLC Spdr Ser Tr Spdr S&P Metals & Transaction History

Ae Wealth Management LLC

$9.76 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$48.56 - $61.4 $59,000 - $74,601	1,215 Added 26.83%	5,743 $343,000
Q3 2023 Oct 11, 2023	BUY	$49.55 - $53.9 $24,279 - $26,411	490 Added 12.13%	4,528 $237,000
Q2 2023 Jul 10, 2023	SELL	$44.52 - $53.48 $31,342 - $37,649	-704 Reduced 14.85%	4,038 $205,000
Q1 2023 Apr 14, 2023	BUY	$49.12 - $59.08 $232,927 - $280,157	4,742 New	4,742 $252,000
Q2 2022 Aug 03, 2022	SELL	$43.4 - $65.85 $158,236 - $240,089	-3,646 Closed	0 $0
Q1 2022 Apr 18, 2022	BUY	$41.02 - $63.33 $149,558 - $230,901	3,646 New	3,646 $223,000
Q3 2021 Nov 01, 2021	SELL	$39.41 - $46.28 $478,003 - $561,330	-12,129 Closed	0 $0
Q2 2021 Jul 21, 2021	BUY	$39.17 - $47.76 $475,092 - $579,281	12,129 New	12,129 $522,000

Others Institutions Holding XME

# of Institutions

321

Shares Held

22.9M

Call Options Held

10.1M

Put Options Held

13.1M

Morgan Stanley New York, NY

2.38M
Shares

$155 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

2.23M
Shares

$145 Million
0.02% of portfolio
Clal Insurance Enterprises Holdings LTD Tel Aviv, L3

2.1M
Shares

$137 Million
1.18% of portfolio
Bank Of America Corp Charlotte, NC

1.98M
Shares

$129 Million
0.01% of portfolio
Barclays PLC London, X0

1.21M
Shares

$78.9 Million
0.02% of portfolio

About SPDR SER TR SPDR S&P METALS &

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