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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$266M	Buy	3,027,799 +1,180,428	+64%	+$101M	1.24%	12
2026 Q1	$141M	Buy	1,847,371 +418,267	+29%	+$33.5M	0.76%	18
2025 Q4	$115M	Sell	1,429,104 -13,518	-0.9%	-$1.08M	0.66%	25
2025 Q3	$113M	Sell	1,442,622 -81,193	-5%	-$6.12M	0.72%	24
2025 Q2	$111M	Sell	1,523,815 -542,894	-26%	-$36.5M	0.81%	23
2025 Q1	$136M	Sell	2,066,709 -277,111	-12%	-$19.2M	1.14%	10
2024 Q4	$162M	Sell	2,343,820 -118,874	-5%	-$8.24M	1.37%	9
2024 Q3	$166M	Sell	2,462,694 -17,922	-0.7%	-$1.17M	1.51%	9
2024 Q2	$159M	Sell	2,480,616 -172,588	-7%	-$10.6M	1.59%	7
2024 Q1	$163M	Sell	2,653,204 -5,143,664	-66%	-$301M	1.85%	6
2023 Q4	$447M	Buy	7,796,868 +511,684	+7%	+$26.8M	2.28%	3
2023 Q3	$366M	Buy	7,285,184 +499,533	+7%	+$26.1M	2.19%	2
2023 Q2	$354M	Sell	6,785,651 -216,014	-3%	-$10.7M	2.13%	2
2023 Q1	$337M	Sell	7,001,665 -680,534	-9%	-$31.9M	2.17%	3
2022 Q4	$346M	Sell	7,682,199 -324,623	-4%	-$14.7M	2.5%	2
2022 Q3	$336M	Buy	8,006,822 +561,167	+8%	+$26.2M	2.67%	4
2022 Q2	$330M	Buy	7,445,655 +1,032,176	+16%	+$49.7M	2.64%	3
2022 Q1	$341M	Buy	6,413,479 +1,445,051	+29%	+$75.7M	2.34%	4
2021 Q4	$277M	Buy	4,968,428 +1,045,937	+27%	+$56.5M	1.93%	6
2021 Q3	$198M	Buy	3,922,491 +503,924	+15%	+$26.1M	1.63%	7
2021 Q2	$172M	Buy	3,418,567 +1,253,177	+58%	+$61.5M	1.5%	7
2021 Q1	$101M	Buy	2,165,390 +1,444,195	+200%	+$65.5M	1.02%	15
2020 Q4	$31.7M	Buy	721,195 +192,224	+36%	+$8.02M	0.36%	63
2020 Q3	$20.8M	Buy	528,971 +422,054	+395%	+$16.4M	0.3%	74
2020 Q2	$3.88M	Buy	106,917 +10,476	+11%	+$360K	0.06%	268
2020 Q1	$2.92M	Sell	96,441 -308,556	-76%	-$11.1M	0.07%	240
2019 Q4	$15.3M	Buy	404,997 +236,877	+141%	+$8.57M	0.33%	64
2019 Q3	$5.86M	Buy	168,120 +153,539	+1,053%	+$5.34M	0.17%	113
2019 Q2	$504K	Buy	+14,581	New	+$494K	0.02%	588
2018 Q4	–	Sell	-50,512	Closed	-$1.72M	–	587
2018 Q3	$1.72M	Sell	50,512 -20,444	-29%	-$683K	0.09%	151
2018 Q2	$2.26M	Buy	70,956 +10,087	+17%	+$320K	0.15%	93
2018 Q1	$1.88M	Buy	60,869 +33,026	+119%	+$1.06M	0.15%	99
2017 Q4	$872K	Buy	+27,843	New	+$849K	0.08%	183

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

AE Wealth Management's SPYM Position: Q2 2026 in Review

AE Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 64% in Q2 2026, buying an estimated $101M and bringing the position to 3,027,799 shares worth $266M. The position accounts for 1.24% of the portfolio, ranked #12.

AE Wealth Management first reported a position in SPYM in Q4 2017 and has held it in 33 quarters since. The position peaked at $447M in Q4 2023. 1,709 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

AE Wealth Management held 3,027,799 shares of State Street SPDR Portfolio S&P 500 ETF worth $266M as of Q2 2026.
AE Wealth Management bought 1,180,428 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $101M.
State Street SPDR Portfolio S&P 500 ETF made up 1.24% of AE Wealth Management's portfolio in Q2 2026, its #12 holding.
AE Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2017 and has held it in 33 quarters since.
AE Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $447M in Q4 2023.
1,709 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.