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SPGMSPGM
12 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 79,112 shares of SPGM (SPDR INDEX SHS FDS), worth $6.8M as of 2026-Q2. The position was decreased (-56.4% shares). SPGM represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$6.8M

Current Shares

79,112

Total Value Change

-$7.9M

Total Shares Change

-212,233

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
79,112
-56.4%
$6.8M0.0%$85.67
0
2026-Q1
Increased
181,328
+23.5%
$13.8M0.0%$78.35
34
2025-Q4
Increased
146,859
+0.1%
$11.5M0.0%$77.19
28
2025-Q3
Decreased
146,730
-47.3%
$11.1M0.0%$73.77
0
2025-Q2
Decreased
278,612
-17.4%
$19.5M0.0%$67.95
0
2025-Q1
Increased
337,242
+6.3%
$21.1M0.0%$61.16
30
2024-Q4
Increased
317,157
+2.6%
$20.1M0.0%$62.25
29
2024-Q3
Increased
308,989
+1.8%
$20M0.0%$62.74
29
2024-Q2
Increased
303,473
+0.9%
$18.4M0.0%$58.91
29
2024-Q1
Increased
300,604
+0.8%
$17.9M0.0%$57.32
28
2023-Q4
Increased
298,249
+2.4%
$16.5M0.0%$53.15
29
2023-Q3
New
291,345
-
$14.7M0.0%$47.99
39

Other major holders of SPGM: LPL Financial LLC, Sequoia Financial Advisors, LLC

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