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SPSMSPSM
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Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in SPDR PORTFOLIO S&P 600 SMALL

AE Wealth Management LLC holds 137,862 shares of SPSM (SPDR PORTFOLIO S&P 600 SMALL), worth $8M as of 2026-Q2. The position was increased (+36.9% shares). SPSM represents 0.0% of AE Wealth Management LLC's portfolio.

Current Value

$8M

Current Shares

137,862

Total Value Change

+$6M

Total Shares Change

+95,804

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
137,862
+36.9%
$8M0.0%$57.67
36
2026-Q1
Increased
100,676
+5.2%
$4.9M0.0%$50.36
28
2025-Q4
Decreased
95,706
-10.0%
$4.5M0.0%$47.44
0
2025-Q3
Increased
106,307
+50.5%
$4.9M0.0%$45.98
37
2025-Q2
Increased
70,660
+23.7%
$3M0.0%$42.27
32
2025-Q1
Decreased
57,139
-19.3%
$2.3M0.0%$40.06
0
2024-Q4
Increased
70,770
+68.3%
$3.2M0.0%$44.13
39
2024-Q3
Decreased
42,058
-5.3%
$1.9M0.0%$44.29
0

Other major holders of SPSM: LPL Financial LLC, Financial Engines Advisors L.L.C.

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