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

SPYSPY
30 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in SPDR S&P 500 ETF TRUST

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 592,442 shares of SPY (SPDR S&P 500 ETF TRUST), worth $423.7M as of 2026-Q2. The position was increased (+2.1% shares). SPY represents 0.7% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$423.7M

Current Shares

592,442

Total Value Change

+$423.3M

Total Shares Change

+591,068

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
592,442
+2.1%
$423.7M0.7%$744.92
45
2026-Q1
Decreased
580,038
-16.3%
$00.0%$647.06
0
2025-Q4
Increased
693,353
+2.3%
$479.9M0.7%$676.64
45
2025-Q3
Increased
677,661
+1.1%
$448.4M0.7%$659.07
44
2025-Q2
Increased
670,291
+1.6%
$419.2M0.7%$609.57
45
2025-Q1
Increased
659,395
+0.6%
$368.9M0.7%$550.26
44
2024-Q4
Increased
655,510
+5.6%
$384.2M0.7%$574.79
46
2024-Q3
Increased
620,979
+1.5%
$356.3M0.8%$560.82
44
2024-Q2
Increased
611,887
+67.7%
$333M0.8%$530.32
64
2024-Q1
Increased
364,949
+3.2%
$190.9M0.5%$508.07
38
2023-Q4
Decreased
353,593
-9.1%
$168.1M0.5%$460.25
0
2023-Q3
Increased
388,777
+2015.2%
$166.2M0.5%$412.26
69
2023-Q2
Increased
18,380
+2.4%
$8.1M0.1%$426.00
28
2023-Q1
Increased
17,943
+143.7%
$7.3M0.1%$391.97
44
2022-Q4
Decreased
7,363
-8.4%
$2.9M0.0%$364.77
0
2022-Q3
Increased
8,036
+22.6%
$2.9M0.0%$339.13
32
2022-Q2
Increased
6,552
+26.3%
$2.5M0.0%$356.72
32
2022-Q1
Decreased
5,188
-2.5%
$2.4M0.0%$425.22
0
2021-Q4
Increased
5,320
+1.5%
$2.4M0.0%$445.79
26
2021-Q3
Decreased
5,243
-16.2%
$2.4M0.0%$401.38
0
2021-Q2
Increased
6,259
+17.8%
$2.7M0.0%$399.09
31
2021-Q1
Increased
5,315
+11.6%
$2.2M0.0%$368.30
29
2020-Q4
Decreased
4,761
-7.4%
$1.8M0.0%$346.30
0
2020-Q3
Increased
5,143
+2.3%
$1.8M0.0%$308.87
26
2020-Q2
Increased
5,027
+8.5%
$1.6M0.0%$283.27
28
2020-Q1
Increased
4,633
+4.4%
$1.3M0.0%$235.74
27
2019-Q4
Decreased
4,438
-2.6%
$1.4M0.1%$292.65
0
2019-Q3
Increased
4,558
+73.4%
$1.4M0.1%$268.52
38
2019-Q2
Increased
2,628
+91.3%
$792,0000.0%$263.89
39
2019-Q1
First report
1,374
-
$402,0000.0%$253.19
0

Other major holders of SPY: BNP PARIBAS FINANCIAL MARKETS, JPMORGAN CHASE & CO, JANE STREET GROUP, LLC

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