AE Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

AE Wealth Management’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-400	Closed	-$2.88K	–	2696
2025 Q4	$2.88K	Buy	+400	New	+$270K	﹤0.01%	2306
2024 Q1	–	Sell	-116,300	Closed	-$891K	–	1869
2023 Q4	$891K	Sell	116,300 -19,500	-14%	-$8.69M	﹤0.01%	1202
2023 Q3	$1.8M	Sell	135,800 -13,200	-9%	-$5.87M	0.01%	884
2023 Q2	$785K	Sell	149,000 -8,000	-5%	-$3.36M	﹤0.01%	1177
2023 Q1	$927K	Buy	157,000 +37,000	+31%	+$14.8M	0.01%	1075
2022 Q4	$2.09M	Buy	120,000 +21,200	+21%	+$8.15M	0.02%	728
2022 Q3	$2.94M	Buy	98,800 +57,200	+138%	+$22.7M	0.02%	576
2022 Q2	$470K	Sell	41,600 -13,400	-24%	-$5.49M	﹤0.01%	1236
2022 Q1	$312K	Buy	+55,000	New	+$24.5M	﹤0.01%	1400
2021 Q4	–	Sell	-81,300	Closed	-$322K	–	1785
2021 Q3	$322K	Buy	81,300 +41,576	+105%	+$18.3M	﹤0.01%	1336
2021 Q2	$182K	Buy	39,724 +9,924	+33%	+$4.14M	﹤0.01%	1509
2021 Q1	$185K	Buy	29,800 +2,000	+7%	+$771K	﹤0.01%	1410
2020 Q4	$122K	Sell	27,800 -9,600	-26%	-$3.41M	﹤0.01%	1305
2020 Q3	$337K	Buy	37,400 +1,800	+5%	+$597K	﹤0.01%	1002
2020 Q2	$290K	Buy	35,600 +8,400	+31%	+$2.46M	﹤0.01%	1033
2020 Q1	$531K	Buy	27,200 +16,800	+162%	+$5.12M	0.01%	664
2019 Q4	$20K	Buy	+10,400	New	+$3.2M	﹤0.01%	1112

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AE Wealth Management's SPY Position: Q1 2026 in Review

AE Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 43% in Q1 2026, selling an estimated $49.3M and leaving 95,114 shares worth $61.7M. The position accounts for 0.33% of the portfolio, ranked #73.

AE Wealth Management first reported a position in SPY in Q4 2016 and has held it in 38 quarters since. The position peaked at $312M in Q2 2023. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

AE Wealth Management held 95,114 shares of State Street SPDR S&P 500 ETF Trust worth $61.7M as of Q1 2026.
AE Wealth Management sold 72,475 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $49.3M.
State Street SPDR S&P 500 ETF Trust made up 0.33% of AE Wealth Management's portfolio in Q1 2026, its #73 holding.
AE Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2016 and has held it in 38 quarters since.
AE Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $312M in Q2 2023.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.