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Disclosery

AE Wealth Management LLC: SPYD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on SPYD, newest first. How the timeline and the estimate are built.

AE Wealth Management LLC held 123,255 SPYD shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 123,255 shares
    Change vs previous 13F +7,335 shares

    0.03% of the 13F portfolio, value $5,880,473.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 115,920 shares
    Change vs previous 13F +536 shares

    0.03% of the 13F portfolio, value $5,276,672.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 115,384 shares
    Change vs previous 13F +10,636 shares

    0.03% of the 13F portfolio, value $4,990,368.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 104,748 shares
    Change vs previous 13F +5,703 shares

    0.03% of the 13F portfolio, value $4,608,928.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 99,045 shares
    Change vs previous 13F +7,599 shares

    0.03% of the 13F portfolio, value $4,203,468.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 91,446 shares
    Change vs previous 13F +725 shares

    0.03% of the 13F portfolio, value $4,047,379.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 90,721 shares
    Change vs previous 13F +8,906 shares

    0.03% of the 13F portfolio, value $3,922,755.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 81,815 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,734,848.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).