SPDR INDEX SHS FDS

Ticker: CWI CUSIP: 78463X848 Class: ETF

AE Wealth Management LLC's Holding History (CIK: 0001697723)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 6,804 Value ($000) $244 Avg Close — Range —
Q3 2025
Shares 3,986 Value ($000) $139 Avg Close — Range —
Q2 2025
Shares 2,901 Value ($000) $95 Avg Close — Range —
Q1 2025
Shares 4,353 Value ($000) $129 Avg Close — Range —
Q4 2024
Shares 67 Value ($000) $2 Avg Close — Range —
Q4 2023
Shares 254,773 Value ($000) $6,810 Avg Close — Range —
Q3 2023
Shares 222,945 Value ($000) $5,549 Avg Close — Range —
Q2 2023
Shares 226,898 Value ($000) $5,929 Avg Close — Range —
Q1 2023
Shares 130,667 Value ($000) $3,362 Avg Close — Range —
Q4 2022
Shares 113,030 Value ($000) $2,720 Avg Close — Range —
Q2 2022
Shares 13,137 Value ($000) $312 Avg Close — Range —
Q1 2022
Shares 12,818 Value ($000) $353 Avg Close — Range —
Q4 2021
Shares 11,835 Value ($000) $347 Avg Close — Range —