AE Wealth Management LLC's ownership history for SPY

AE Wealth Management LLC currently holds 167.6K shares with a market value of $114.3M. It started holding SPY on 2024-09-30. At its peak, it held 178.6K shares on 2024-09-30. Its highest holding value was $114.3M on 2025-12-31. At its lowest, it held 75.1K shares on 2025-03-31, with a value of $42.0M on 2025-03-31. In the recent 180 days, AE Wealth Management LLC has increased its shares by 31.7K. In the recent year, AE Wealth Management LLC has decreased its shares by 2.0K.

It has also owned 4 contracts of puts, with the market value of the underlying securities totaling $2.9K on 2025-12-31. At its peak, it held 4 contracts of puts on 2025-12-31 and it owned puts with the market value of the underlying securities totaling $2.9K on 2025-12-31. At its lowest, it held 4 contracts of puts on 2025-12-31 and it owned puts with the market value of the underlying securities totaling $2.9K on 2025-12-31.