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Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in STATE STREET SPDR S&P 500 ETF TRUST CL USD INC

AE Wealth Management LLC holds 153,567 shares of SPY (STATE STREET SPDR S&P 500 ETF TRUST CL USD INC), worth $114.6M as of 2026-Q2. The position was increased (+61.5% shares). SPY represents 0.5% of AE Wealth Management LLC's portfolio.

Current Value

$114.6M

Current Shares

153,567

Total Value Change

+$12.1M

Total Shares Change

-25,077

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
153,567
+61.5%
$114.6M0.5%$746.77
61
2026-Q1
Decreased
95,114
-43.3%
$61.7M0.3%$680.33
0
2025-Q4
Increased
167,589
+17.2%
$114.3M0.7%$687.01
49
2025-Q3
Increased
142,948
+5.2%
$95.2M0.6%$661.72
44
2025-Q2
Increased
135,908
+81.0%
$84M0.6%$611.40
64
2025-Q1
Decreased
75,092
-55.7%
$42M0.4%$550.86
0
2024-Q4
Decreased
169,600
-5.1%
$99.4M0.8%$581.39
0
2024-Q3
Decreased
178,644
-0.9%
$102.5M0.9%$562.94
0

Other major holders of SPY: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, JPMORGAN CHASE & CO, JANE STREET GROUP, LLC

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