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MDYVMDYV
25 quarters

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

AE Wealth Management LLC holds 1.1M shares of MDYV (SPDR SERIES TRUST), worth $99.8M as of 2026-Q2. The position was increased (+9.5% shares). MDYV represents 0.5% of AE Wealth Management LLC's portfolio.

Current Value

$99.8M

Current Shares

1.1M

Total Value Change

+$99.6M

Total Shares Change

+1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.1M
+9.5%
$99.8M0.5%$94.85
39
2026-Q1
Increased
960,579
+11.8%
$81.8M0.4%$89.33
40
2025-Q4
Increased
858,798
+29.8%
$72.7M0.4%$85.48
45
2025-Q3
Increased
661,703
+16.3%
$55.2M0.4%$82.79
41
2025-Q2
Increased
569,021
+2.0%
$45.2M0.3%$78.72
36
2025-Q1
Increased
558,043
+12.6%
$43M0.4%$75.58
39
2024-Q4
Increased
495,640
+21.7%
$39.8M0.3%$78.46
42
2024-Q3
Increased
407,171
+20.6%
$32.4M0.3%$77.46
41
2024-Q2
Increased
337,678
+28.1%
$24.6M0.2%$70.90
43
2024-Q1
Decreased
263,624
-0.8%
$20M0.2%$73.48
0
2023-Q4
Increased
265,665
+101.1%
$19.2M0.1%$70.67
46
2023-Q3
Increased
132,109
+41.8%
$8.6M0.1%$62.20
37
2023-Q2
Increased
93,174
+36.1%
$6.4M0.0%$65.35
35
2023-Q1
Decreased
68,434
-63.8%
$4.5M0.0%$61.74
0
2022-Q4
Increased
189,219
+84.5%
$12.2M0.1%$61.26
43
2022-Q3
New
102,558
-
$5.9M0.0%$54.83
38
2022-Q2
Exited
0
-100.0%
$00.0%$57.17
0
2022-Q1
New
87,112
-
$6.1M0.0%$66.37
38
2021-Q2
Exited
0
-100.0%
$00.0%$62.07
0
2021-Q1
Decreased
36,541
-42.2%
$2.4M0.0%$60.39
0
2020-Q4
New
63,208
-
$3.5M0.0%$50.71
37
2020-Q1
Exited
0
-100.0%
$00.0%$32.14
0
2019-Q4
New
8,167
-
$447,0000.0%$48.83
33
2019-Q3
Exited
0
-100.0%
$00.0%$45.28
0
2019-Q2
New
3,954
-
$203,0000.0%$45.43
32

Other major holders of MDYV: Financial Engines Advisors L.L.C., WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

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