Back to WEALTH ENHANCEMENT ADVISORY SERVICES, LLC WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

QEFAQEFA
29 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in SPDR INDEX SHS FDS

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 79,154 shares of QEFA (SPDR INDEX SHS FDS), worth $7.5M as of 2026-Q1. The position was decreased (-17.1% shares). QEFA represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$7.5M

Current Shares

79,154

Total Value Change

+$5.9M

Total Shares Change

+54,522

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
79,154
-17.1%
$7.5M0.0%$95.36
0
2025-Q4
Decreased
95,496
-3.4%
$8.8M0.0%$91.08
0
2025-Q3
Increased
98,859
+1.1%
$8.8M0.0%$86.18
28
2025-Q2
Decreased
97,806
-9.4%
$8.3M0.0%$83.77
0
2025-Q1
Decreased
108,014
-13.1%
$8.5M0.0%$76.99
0
2024-Q4
Increased
124,243
+88.8%
$9M0.0%$70.24
43
2024-Q3
Decreased
65,812
-0.3%
$5.3M0.0%$77.25
0
2024-Q2
Decreased
65,988
-8.2%
$4.9M0.0%$71.41
0
2024-Q1
Decreased
71,891
-16.6%
$5.5M0.0%$71.42
0
2023-Q4
Decreased
86,250
-8.1%
$6.3M0.0%$68.60
0
2023-Q3
Increased
93,828
+15.7%
$6.3M0.0%$62.22
31
2023-Q2
Decreased
81,066
-90.6%
$5.7M0.1%$64.15
0
2023-Q1
Increased
866,111
+1.9%
$60M0.7%$62.90
42
2022-Q4
Decreased
849,520
-4.8%
$58.4M0.8%$58.43
0
2022-Q3
Increased
892,126
+17.2%
$50.4M0.7%$50.61
48
2022-Q2
Increased
761,144
+7.1%
$47.2M0.7%$56.08
44
2022-Q1
Increased
710,615
+4.0%
$51.9M0.7%$64.74
43
2021-Q4
Increased
683,047
+7.2%
$50.7M0.7%$68.07
44
2021-Q3
Increased
637,069
+27.9%
$49.2M0.7%$65.97
51
2021-Q2
Increased
497,904
+15.2%
$37.9M0.6%$66.71
47
2021-Q1
Increased
432,288
+4.1%
$31.6M0.6%$62.63
42
2020-Q4
Increased
415,184
+9.2%
$29.5M0.7%$60.92
44
2020-Q3
Increased
380,049
+5.0%
$24.3M0.6%$53.29
42
2020-Q2
Increased
361,972
+17.8%
$22.5M0.6%$50.90
47
2020-Q1
Increased
307,342
+46.1%
$17.3M0.6%$45.62
54
2019-Q4
Increased
210,362
+22.2%
$14.1M0.5%$56.42
40
2019-Q3
Increased
172,163
+159.6%
$10.9M0.4%$52.60
54
2019-Q2
Increased
66,331
+169.3%
$4.2M0.2%$52.76
52
2019-Q1
New
24,632
-
$1.6M0.1%$51.14
35

Other major holders of QEFA: AMERIPRISE FINANCIAL INC

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