How many shares of SPYG does AE Wealth Management LLC own?

As of 2026-Q2, AE Wealth Management LLC holds 3M shares of SPYG (SPDR PORTFOLIO S&P 500 GROWT).

What is AE Wealth Management LLC's SPYG position worth?

As of 2026-Q2, AE Wealth Management LLC's SPYG position is worth $353.4M.

Is AE Wealth Management LLC buying or selling SPYG?

In 2026-Q2, AE Wealth Management LLC decreased their SPYG position (-3.2% change in shares).

When did AE Wealth Management LLC first buy SPYG?

Based on available 13F filings, AE Wealth Management LLC first reported a position in SPYG in 2019-Q1. They have held the position across 30 quarters.

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AE Wealth Management LLC

SPYG
30 quarters

Position history for AE Wealth Management LLC's holdings in SPDR PORTFOLIO S&P 500 GROWT

Current Value

$353.4M

Current Shares

Total Value Change

+$352M

Total Shares Change

+2.9M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	3M	-3.2%	$353.4M	1.6%	$118.99	0
2026-Q1	Increased	3.1M	+4.3%	$300.5M	1.6%	$97.79	51
2025-Q4	Decreased	2.9M	-2.3%	$314M	1.8%	$106.43	0
2025-Q3	Increased	3M	+10.8%	$314.6M	2.0%	$104.09	59
2025-Q2	Increased	2.7M	+12.2%	$259.1M	1.9%	$94.81	54
2025-Q1	Increased	2.4M	+4.3%	$194.7M	1.6%	$79.82	50
2024-Q4	Increased	2.3M	+5.8%	$204.1M	1.7%	$87.17	51
2024-Q3	Increased	2.2M	+59.8%	$182M	1.7%	$82.10	69
2024-Q2	Increased	1.4M	+9.1%	$110.1M	1.1%	$79.39	52
2024-Q1	Decreased	1.3M	-28.9%	$92.1M	1.0%	$72.36	0
2023-Q4	Decreased	1.8M	-13.8%	$120.4M	0.6%	$64.27	0
2023-Q3	Increased	2.1M	+30.5%	$121.9M	0.7%	$58.37	54
2023-Q2	Decreased	1.6M	-3.5%	$96.1M	0.6%	$59.75	0
2023-Q1	Decreased	1.6M	-0.5%	$90.4M	0.6%	$54.05	0
2022-Q4	Decreased	1.6M	-1.2%	$83.1M	0.6%	$49.43	0
2022-Q3	Decreased	1.7M	-1.7%	$83.2M	0.7%	$48.61	0
2022-Q2	Increased	1.7M	+1.5%	$88.4M	0.7%	$50.60	43
2022-Q1	Increased	1.7M	+7.1%	$110.2M	0.8%	$63.92	45
2021-Q4	Decreased	1.6M	-2.9%	$112.6M	0.8%	$69.84	0
2021-Q3	Increased	1.6M	+37.6%	$102.5M	0.8%	$61.59	55
2021-Q2	Increased	1.2M	+15.4%	$73.3M	0.6%	$60.48	48
2021-Q1	Decreased	1M	-4.2%	$56.8M	0.6%	$54.08	0
2020-Q4	Increased	1.1M	+15.1%	$58.2M	0.7%	$52.90	48
2020-Q3	Decreased	914,052	-17.8%	$45.8M	0.7%	$47.83	0
2020-Q2	Increased	1.1M	+62.5%	$50M	0.8%	$42.79	60
2020-Q1	Increased	684,704	+103.1%	$24.5M	0.6%	$33.95	65
2019-Q4	Increased	337,113	+103.6%	$14.1M	0.3%	$39.67	54
2019-Q3	Increased	165,556	+167.1%	$6.4M	0.2%	$36.53	53
2019-Q2	Increased	61,994	+60.9%	$2.4M	0.1%	$36.45	38
2019-Q1	New	38,522	-	$1.4M	0.1%	$34.89	35

Other major holders of SPYG: LPL Financial LLC

SPYG30 quarters

SPYG
30 quarters