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

As of 2026-Q2, AE Wealth Management LLC holds 3.6M shares of SPYV (SPDR SERIES TRUST).

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

As of 2026-Q2, AE Wealth Management LLC's SPYV position is worth $217.8M.

Is AE Wealth Management LLC buying or selling SPYV?

In 2026-Q2, AE Wealth Management LLC decreased their SPYV position (-0.1% change in shares).

When did AE Wealth Management LLC first buy SPYV?

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

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AE Wealth Management LLC

SPYV
29 quarters

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

Current Value

$217.8M

Current Shares

3.6M

Total Value Change

+$217.5M

Total Shares Change

+3.6M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	3.6M	-0.1%	$217.8M	1.0%	$60.79	0
2026-Q1	Increased	3.6M	+2.5%	$202.9M	1.1%	$58.93	49
2025-Q4	Increased	3.5M	+12.2%	$198.8M	1.1%	$57.20	54
2025-Q3	Increased	3.1M	+19.5%	$172.5M	1.1%	$54.85	57
2025-Q2	Increased	2.6M	+22.6%	$136.5M	1.0%	$51.58	51
2025-Q1	Increased	2.1M	+3.7%	$108.7M	0.9%	$49.87	44
2024-Q4	Increased	2.1M	+4.4%	$104.9M	0.9%	$50.16	44
2024-Q3	Increased	2M	+25.2%	$103.9M	0.9%	$51.37	52
2024-Q2	Increased	1.6M	+3.8%	$76.5M	0.8%	$47.27	43
2024-Q1	Decreased	1.5M	-25.2%	$75.7M	0.9%	$48.30	0
2023-Q4	Decreased	2M	-3.4%	$94.7M	0.5%	$44.72	0
2023-Q3	Increased	2.1M	+23.9%	$86.3M	0.5%	$39.37	51
2023-Q2	Increased	1.7M	+2.9%	$73M	0.4%	$40.63	36
2023-Q1	Decreased	1.6M	-17.1%	$66.8M	0.4%	$37.97	0
2022-Q4	Increased	2M	+18.4%	$76.9M	0.6%	$36.60	49
2022-Q3	Decreased	1.7M	-10.8%	$57.6M	0.5%	$32.67	0
2022-Q2	Increased	1.9M	+2.5%	$69M	0.6%	$34.39	43
2022-Q1	Increased	1.8M	+4.4%	$76.3M	0.5%	$39.10	44
2021-Q4	Increased	1.8M	+10.3%	$73.6M	0.5%	$38.63	46
2021-Q3	Increased	1.6M	+17.4%	$61.9M	0.5%	$36.26	48
2021-Q2	Increased	1.4M	+10.6%	$53.5M	0.5%	$35.80	39
2021-Q1	Increased	1.2M	+35.1%	$46.4M	0.5%	$34.48	45
2020-Q4	Increased	905,389	+13.2%	$31.1M	0.4%	$30.69	39
2020-Q3	Decreased	800,034	-0.2%	$24.2M	0.3%	$26.77	0
2020-Q2	Increased	801,846	+85.3%	$23.2M	0.4%	$25.51	53
2020-Q1	Decreased	432,658	-17.0%	$11.2M	0.3%	$23.22	0
2019-Q4	Increased	521,552	+410.7%	$18.2M	0.4%	$30.41	55
2019-Q3	Increased	102,124	+976.8%	$3.3M	0.1%	$27.62	43
2019-Q2	New	9,484	-	$297,000	0.0%	$27.01	32

Other major holders of SPYV: Financial Engines Advisors L.L.C.

SPYV29 quarters

SPYV
29 quarters