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SPYM
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Position history for AE Wealth Management LLC's holdings in SPDR SERIES TRUST

AE Wealth Management LLC holds 1.8M shares of SPYM (SPDR SERIES TRUST), worth $141.4M as of 2026-Q1. The position was increased (+29.3% shares). SPYM represents 0.8% of AE Wealth Management LLC's portfolio.

Current Value

$141.4M

Current Shares

1.8M

Total Value Change

-$17.4M

Total Shares Change

-633,245

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.8M
+29.3%
$141.4M0.8%$80.05
54
2025-Q4
Decreased
1.4M
-0.9%
$114.6M0.7%$80.82
0
2025-Q3
Decreased
1.4M
-5.3%
$113M0.7%$77.84
0
2025-Q2
Decreased
1.5M
-26.3%
$110.8M0.8%$71.89
0
2025-Q1
Decreased
2.1M
-11.8%
$135.9M1.1%$64.79
0
2024-Q4
Decreased
2.3M
-4.8%
$161.6M1.4%$68.36
0
2024-Q3
Decreased
2.5M
-0.7%
$166.3M1.5%$66.18
0
2024-Q2
Decreased
2.5M
-6.5%
$158.8M1.6%$62.81
0

Other major holders of SPYM: JONES FINANCIAL COMPANIES LLLP, USS Investment Management Ltd, JPMORGAN CHASE & CO, BANK OF AMERICA CORP /DE/

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