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

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

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

As of 2026-Q2, AE Wealth Management LLC's SPYM position is worth $266.1M.

Is AE Wealth Management LLC buying or selling SPYM?

In 2026-Q2, AE Wealth Management LLC increased their SPYM position (+63.9% change in shares).

When did AE Wealth Management LLC first buy SPYM?

Based on available 13F filings, AE Wealth Management LLC first reported a position in SPYM in 2019-Q2. They have held the position across 29 quarters.

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AE Wealth Management LLC

SPYM
29 quarters

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

Current Value

$266.1M

Current Shares

Total Value Change

+$265.6M

Total Shares Change

+3M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	3M	+63.9%	$266.1M	1.2%	$87.88	71
2026-Q1	Increased	1.8M	+29.3%	$141.4M	0.8%	$76.33	54
2025-Q4	Decreased	1.4M	-0.9%	$114.6M	0.7%	$79.80	0
2025-Q3	Decreased	1.4M	-5.3%	$113M	0.7%	$77.70	0
2025-Q2	Decreased	1.5M	-26.3%	$110.8M	0.8%	$71.88	0
2025-Q1	Decreased	2.1M	-11.8%	$135.9M	1.1%	$64.83	0
2024-Q4	Decreased	2.3M	-4.8%	$161.6M	1.4%	$67.75	0
2024-Q3	Decreased	2.5M	-0.7%	$166.3M	1.5%	$66.12	0
2024-Q2	Decreased	2.5M	-6.5%	$158.8M	1.6%	$62.81	0
2024-Q1	Decreased	2.7M	-66.0%	$163.3M	1.8%	$60.17	0
2023-Q4	Increased	7.8M	+7.0%	$446.9M	2.3%	$54.48	57
2023-Q3	Increased	7.3M	+7.4%	$366.2M	2.2%	$48.79	57
2023-Q2	Decreased	6.8M	-3.1%	$353.6M	2.1%	$50.13	0
2023-Q1	Decreased	7M	-8.9%	$337.1M	2.2%	$46.14	0
2022-Q4	Decreased	7.7M	-4.0%	$345.5M	2.5%	$43.16	0
2022-Q3	Increased	8M	+7.5%	$336.2M	2.7%	$39.90	57
2022-Q2	Increased	7.4M	+16.1%	$330.1M	2.6%	$41.95	61
2022-Q1	Increased	6.4M	+29.1%	$340.7M	2.3%	$50.04	67
2021-Q4	Increased	5M	+26.7%	$277.4M	1.9%	$52.42	60
2021-Q3	Increased	3.9M	+14.7%	$197.9M	1.6%	$47.20	55
2021-Q2	Increased	3.4M	+57.9%	$172.1M	1.5%	$46.94	68
2021-Q1	Increased	2.2M	+200.3%	$100.9M	1.0%	$43.32	76
2020-Q4	Increased	721,195	+36.3%	$31.7M	0.4%	$40.70	45
2020-Q3	Increased	528,971	+394.8%	$20.8M	0.3%	$36.28	55
2020-Q2	Increased	106,917	+10.9%	$3.9M	0.1%	$33.30	30
2020-Q1	Decreased	96,441	-76.2%	$2.9M	0.1%	$27.66	0
2019-Q4	Increased	404,997	+140.9%	$15.3M	0.3%	$34.45	54
2019-Q3	Increased	168,120	+1053.0%	$5.9M	0.2%	$31.49	52
2019-Q2	New	14,581	-	$504,000	0.0%	$31.23	33

Other major holders of SPYM: JONES FINANCIAL COMPANIES LLLP, JPMORGAN CHASE & CO, USS Investment Management Ltd, LPL Financial LLC

SPYM29 quarters

SPYM
29 quarters