Position history for AE Wealth Management LLC's holdings in SPDR S&P 500 ETF TR
AE Wealth Management LLC holds 167,589 shares of SPY (SPDR S&P 500 ETF TR), worth $114.3M as of 2025-Q4. The position was increased (++17.2% shares). SPY represents 0.7% of AE Wealth Management LLC's portfolio.
Current Value
$114.3M
Current Shares
167,589
Total Value Change
+$16.2M
Total Shares Change
-12,603
Other major holders of SPY: BNP PARIBAS FINANCIAL MARKETS
Increased |
| 167,589 |
+17.2% |
| $114.3M |
| 0.7% |
| $687.01 |
49 |
| 2025-Q3 | Increased | 142,948 | +5.2% | $95.2M | 0.6% | $661.72 | 44 |
| 2025-Q2 | Increased | 135,908 | +81.0% | $84M | 0.6% | $611.40 | 64 |
| 2025-Q1 | Decreased | 75,092 | -55.7% | $42M | 0.4% | $550.86 | 0 |
| 2024-Q4 | Decreased | 169,600 | -5.1% | $99.4M | 0.8% | $581.39 | 0 |
| 2024-Q3 | Decreased | 178,644 | -0.9% | $102.5M | 0.9% | $562.94 | 0 |
| 2024-Q2 | Increased | 180,192 | +10.6% | $98.1M | 1.0% | $534.46 | 47 |