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 STATE STREET SPDR S&P 500 ETF TRUST CL USD INC

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 592,442 shares of SPY (STATE STREET SPDR S&P 500 ETF TRUST CL USD INC), 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%$746.77
45
2026-Q1
Decreased
580,038
-16.3%
$00.0%$680.33
0
2025-Q4
Increased
693,353
+2.3%
$479.9M0.7%$687.01
45
2025-Q3
Increased
677,661
+1.1%
$448.4M0.7%$661.72
44
2025-Q2
Increased
670,291
+1.6%
$419.2M0.7%$611.40
45
2025-Q1
Increased
659,395
+0.6%
$368.9M0.7%$550.86
44
2024-Q4
Increased
655,510
+5.6%
$384.2M0.7%$581.39
46
2024-Q3
Increased
620,979
+1.5%
$356.3M0.8%$562.94
44
2024-Q2
Increased
611,887
+67.7%
$333M0.8%$534.46
64
2024-Q1
Increased
364,949
+3.2%
$190.9M0.5%$512.04
38
2023-Q4
Decreased
353,593
-9.1%
$168.1M0.5%$463.84
0
2023-Q3
Increased
388,777
+2015.2%
$166.2M0.5%$415.48
69
2023-Q2
Increased
18,380
+2.4%
$8.1M0.1%$424.32
28
2023-Q1
Increased
17,943
+143.7%
$7.3M0.1%$389.54
44
2022-Q4
Decreased
7,363
-8.4%
$2.9M0.0%$367.62
0
2022-Q3
Increased
8,036
+22.6%
$2.9M0.0%$347.14
32
2022-Q2
Increased
6,552
+26.3%
$2.5M0.0%$362.45
32
2022-Q1
Decreased
5,188
-2.5%
$2.4M0.0%$435.24
0
2021-Q4
Increased
5,320
+1.5%
$2.4M0.0%$450.41
26
2021-Q3
Decreased
5,243
-16.2%
$2.4M0.0%$409.52
0
2021-Q2
Increased
6,259
+17.8%
$2.7M0.0%$401.87
31
2021-Q1
Increased
5,315
+11.6%
$2.2M0.0%$369.68
29
2020-Q4
Decreased
4,761
-7.4%
$1.8M0.0%$347.24
0
2020-Q3
Increased
5,143
+2.3%
$1.8M0.0%$308.94
26
2020-Q2
Increased
5,027
+8.5%
$1.6M0.0%$281.87
28
2020-Q1
Increased
4,633
+4.4%
$1.3M0.0%$241.18
27
2019-Q4
Decreased
4,438
-2.6%
$1.4M0.1%$294.23
0
2019-Q3
Increased
4,558
+73.4%
$1.4M0.1%$269.37
38
2019-Q2
Increased
2,628
+91.3%
$792,0000.0%$265.95
39
2019-Q1
New
1,374
-
$402,0000.0%$255.16
33

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

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