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Disclosery

AE Wealth Management LLC: SPYG position timeline

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

AE Wealth Management LLC held 2,969,896 SPYG 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 2,969,896 shares
    Change vs previous 13F -99,142 shares

    1.65% of the 13F portfolio, value $353,388,141.

    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 3,069,038 shares
    Change vs previous 13F +126,353 shares

    1.62% of the 13F portfolio, value $300,489,693.

    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 2,942,685 shares
    Change vs previous 13F -67,734 shares

    1.8% of the 13F portfolio, value $313,984,727.

    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 3,010,419 shares
    Change vs previous 13F +292,482 shares

    2.01% of the 13F portfolio, value $314,619,088.

    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 2,717,937 shares
    Change vs previous 13F +295,892 shares

    1.89% of the 13F portfolio, value $259,073,624.

    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 2,422,045 shares
    Change vs previous 13F +99,910 shares

    1.64% of the 13F portfolio, value $194,659,806.

    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 2,322,135 shares
    Change vs previous 13F +127,265 shares

    1.73% of the 13F portfolio, value $204,115,478.

    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 2,194,870 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $182,042,634.

    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).