AE Wealth Management LLC SPLG Holdings History
AE Wealth Management LLC's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-03-31, AE Wealth Management LLC held 2.07 Mil shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $135.91 Mil. This investment constitutes 1.14% of their stock portfolio, and AE Wealth Management LLC now holds 0.21% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2020Q4. And since then AE Wealth Management LLC has made 10 purchases of SPLG, at an average price of $49.15, for a total of 9.02 Mil shares. In addition, there have been 8 sales at an average price of $57.19 for 6.95 Mil shares. Based on historical transaction data and SPLG's current price of $73.84, AE Wealth Management LLC's estimated gain on his SPLG holdings is $106.91 Mil, reflecting a 24.12% gain to date.
AE Wealth Management LLC SPLG ($73.84) Holding Chart
AE Wealth Management LLC SPLG ($73.84) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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