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Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in SPDR SERIES TRUST

AE Wealth Management LLC holds 1.3M shares of MDYG (SPDR SERIES TRUST), worth $146.3M as of 2026-Q2. The position was increased (+7.1% shares). MDYG represents 0.7% of AE Wealth Management LLC's portfolio.

Current Value

$146.3M

Current Shares

1.3M

Total Value Change

+$97.7M

Total Shares Change

+751,073

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.3M
+7.1%
$146.3M0.7%$112.09
46
2026-Q1
Increased
1.2M
+12.4%
$117M0.6%$100.82
48
2025-Q4
Increased
1.1M
+26.1%
$100.2M0.6%$93.44
52
2025-Q3
Increased
859,656
+16.2%
$78.7M0.5%$91.35
48
2025-Q2
Increased
739,745
+1.1%
$64.3M0.5%$86.39
36
2025-Q1
Increased
731,438
+13.2%
$58.1M0.5%$78.91
40
2024-Q4
Increased
645,967
+16.5%
$56.1M0.5%$86.29
41
2024-Q3
Decreased
554,370
-25.6%
$48.6M0.4%$86.85
0

Other major holders of MDYG: ENVESTNET ASSET MANAGEMENT INC, Financial Engines Advisors L.L.C.

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