Position history for AE Wealth Management LLC's holdings in STATE STR SPDR S&P 500 ETF T
AE Wealth Management LLC holds 95,114 shares of SPY (STATE STR SPDR S&P 500 ETF T), worth $61.7M as of 2026-Q1. The position was decreased (-43.3% shares). SPY represents 0.3% of AE Wealth Management LLC's portfolio.
Current Value
$61.7M
Current Shares
95,114
Total Value Change
-$36.3M
Total Shares Change
-85,078
Other major holders of SPY: JPMORGAN CHASE & CO
Decreased |
| 95,114 |
-43.3% |
| $61.7M |
| 0.3% |
| $680.33 |
0 |
| 2025-Q4 | 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 |