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SPYMSPYM
Showing 9 of 14 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 2M shares of SPYM (SPDR SERIES TRUST), worth $171.9M as of 2026-Q3. The position was decreased (-23.3% shares). SPYM represents 0.3% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$171.9M

Current Shares

2M

Total Value Change

+$75.6M

Total Shares Change

+581,463

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Decreased
2M
-23.3%
$171.9M0.3%$89.76
0
2026-Q2
Increased
2.6M
+4.8%
$222.1M0.4%$87.64
38
2026-Q1
Decreased
2.5M
-24.8%
$188.3M0.4%$76.12
0
2025-Q4
Increased
3.3M
+4.6%
$270.7M0.4%$79.59
39
2025-Q3
Decreased
3.2M
-7.2%
$250.2M0.4%$77.50
0
2025-Q2
Increased
3.4M
+75.6%
$252M0.4%$71.69
56
2025-Q1
Increased
2M
+10.6%
$128.3M0.2%$64.66
40
2024-Q4
Increased
1.8M
+23.6%
$121.6M0.2%$67.57
44
2024-Q3
Decreased
1.4M
-5.0%
$96.3M0.2%$65.94
0

Other major holders of SPYM: JONES FINANCIAL COMPANIES LLLP, JPMORGAN CHASE & CO, USS Investment Management Ltd, LPL Financial LLC

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