AE Wealth Management LLC SPY Holdings History
AE Wealth Management LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, AE Wealth Management LLC held 75,092.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $42.01 Mil. This investment constitutes 0.35% of their stock portfolio, and AE Wealth Management LLC now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q2. And since then AE Wealth Management LLC has made 14 purchases of SPY, at an average price of $405.06, for a total of 1.30 Mil shares. In addition, there have been 13 sales at an average price of $455.75 for 1.22 Mil shares. Based on historical transaction data and SPY's current price of $627.58, AE Wealth Management LLC's estimated gain on his SPY holdings is $78.60 Mil, reflecting a 14.97% gain to date.
AE Wealth Management LLC SPY ($627.58) Holding Chart
AE Wealth Management LLC SPY ($627.58) 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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