Ae Wealth Management LLC Spdr Portfolio Transaction History
Ae Wealth Management LLC
- $11.7 Billion
- Q2 2025
A detailed history of Ae Wealth Management LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Ae Wealth Management LLC holds 2,717,937 shares of SPYG stock, worth $270 Million. This represents 2.21% of its overall portfolio holdings.
Number of Shares
2,717,937
Previous 2,422,045
12.22%
Holding current value
$270 Million
Previous $195 Million
33.09%
% of portfolio
2.21%
Previous 1.86%
Shares
28 transactions
Others Institutions Holding SPYG
# of Institutions
1,306Shares Held
318MCall Options Held
346KPut Options Held
147K-
Lpl Financial LLC Fort Mill, SC37.9MShares$3.76 Billion1.27% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$1.91 Billion3.67% of portfolio
-
Allworth Financial LP11.3MShares$1.13 Billion5.37% of portfolio
-
Envestnet Asset Management Inc10.2MShares$1.02 Billion0.3% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN9.85MShares$979 Million0.24% of portfolio