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SPIBSPIB
Showing 9 of 31 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in SPDR SERIES TRUST

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 663,895 shares of SPIB (SPDR SERIES TRUST), worth $10.9M as of 2026-Q3. The position was decreased (-19.1% shares). SPIB represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$10.9M

Current Shares

663,895

Total Value Change

-$12.5M

Total Shares Change

-29,790

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Decreased
663,895
-19.1%
$10.9M0.0%$32.15
0
2026-Q2
Decreased
820,897
-8.3%
$16.9M0.0%$33.21
0
2026-Q1
Increased
895,264
+3.2%
$20.1M0.0%$32.92
29
2025-Q4
Decreased
867,769
-5.3%
$29.4M0.0%$32.95
0
2025-Q3
Decreased
916,230
-13.4%
$31M0.0%$32.54
0
2025-Q2
Decreased
1.1M
-7.9%
$35.3M0.1%$31.89
0
2025-Q1
Increased
1.1M
+28.8%
$38.2M0.1%$31.21
36
2024-Q4
Increased
892,248
+28.6%
$29.2M0.1%$30.53
36
2024-Q3
Decreased
693,685
-4.5%
$23.4M0.1%$30.96
0

Other major holders of SPIB: LPL Financial LLC

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