SPY — SPDR S&P 500 ETF TR

Ownership history in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC  ·  49 quarters on record

AI Ownership Summary

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported SPDR S&P 500 ETF TR (SPY) in 49 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.79% in 2024 Q2. The latest visible filing shows SPY at 0.74% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's position in SPDR S&P 500 ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SPY was reported at 0.74% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.79% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SPY stock page WEALTH ENHANCEMENT ADVISORY SERVICES, LLC fund profile WEALTH ENHANCEMENT ADVISORY SERVICES, LLC full holdings
How WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held SPY — position size vs. price
% of Fund (quarterly)    SPY price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 26 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 700 -692,653 -99.9% 0.74% $362.9M 2026-04-08 $676.01
2025 Q4 ADDED 693,353 +15,692 +2.3% 0.65% $479.9M 2026-01-08 $687.63
2025 Q3 ADDED 677,661 +623,170 +1143.6% 0.68% $448.4M 2025-10-29 $683.50
2025 Q3 REDUCED 54,491 -21,401 -28.2% 0.00% $531K 2025-10-29 $683.50
2025 Q3 REDUCED 75,892 -594,399 -88.7% 0.01% $3.6M 2025-10-29 $683.50
2025 Q2 ADDED 670,291 +647,291 +2814.3% 0.69% $419.2M 2025-07-10 $620.56
2025 Q2 REDUCED 23,000 -13,700 -37.3% 0.00% $251K 2025-07-10 $620.56
2025 Q2 REDUCED 36,700 -622,695 -94.4% 0.00% $1.4M 2025-07-10 $620.56
2025 Q1 ADDED 659,395 +643,195 +3970.3% 0.71% $368.9M 2025-04-16 $519.70
2025 Q1 REDUCED 16,200 -68,500 -80.9% 0.00% $394K 2025-04-16 $519.70
2025 Q1 REDUCED 84,700 -565,081 -87.0% 0.00% $856K 2025-04-16 $519.70
2024 Q4 ADDED 649,781 +638,081 +5453.7% 0.75% $372.8M 2025-01-10 $572.19
2024 Q4 REDUCED 11,700 -68,400 -85.4% 0.00% $246K 2025-01-10 $572.19
2024 Q4 REDUCED 80,100 -540,879 -87.1% 0.01% $4.3M 2025-01-10 $572.19
2024 Q3 ADDED 620,979 +609,279 +5207.5% 0.77% $356.3M 2024-10-24 $569.04
2024 Q3 REDUCED 11,700 -66,900 -85.1% 0.00% $246K 2024-10-24 $569.04
2024 Q3 REDUCED 78,600 -533,287 -87.2% 0.01% $4.2M 2024-10-24 $569.04
2024 Q2 ADDED 611,887 +611,687 +305843.5% 0.79% $333.0M 2024-07-16 $553.22
2024 Q2 UNCHANGED 200 — 0% 0.00% $3K 2024-07-16 $553.22
2024 Q2 REDUCED 200 -364,749 -99.9% 0.00% $5K 2024-07-16 $553.22
2024 Q1 ADDED 364,949 +363,549 +25967.8% 0.49% $190.9M 2024-04-15 $492.46
2024 Q1 ADDED 1,400 +1,000 +250.0% 0.00% $3K 2024-04-15 $492.46
2024 Q1 REDUCED 400 -353,193 -99.9% 0.00% $10K 2024-04-15 $492.46
2023 Q4 ADDED 353,593 +351,693 +18510.2% 0.49% $168.1M 2024-01-30 $477.74
2023 Q4 ADDED 1,900 +1,100 +137.5% 0.00% $3K 2024-01-30 $477.74
2023 Q4 REDUCED 800 -387,977 -99.8% 0.00% $72 2024-01-30 $477.74
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SPY

As of 2026 Q1 — sorted by position size

BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT 100.0% Shulman DeMeo Asset Management LLC 3Y 7Y 51.75% SJBENEN ADVISORY, LLC 34.0% Benin Management CORP 3Y 7Y 31.22% Attessa Capital LLC 31.2% Pacific Capital Wealth Advisors, Inc. 3Y 30.6% McAlister, Sweet & Associates, Inc. 3Y 29.9% TLWM 3Y 7Y 20.21% Granite FO LLC 19.87% AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 3Y 17.8%

FAQ About WEALTH ENHANCEMENT ADVISORY SERVICES, LLC and SPY

These are the practical questions this page is built to answer before you even open the full history table.

How long has WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported owning SPY?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported SPY across 26 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SPY position in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio?

The largest reported portfolio weight for SPY was 0.79% in 2024 Q2.

What is the latest reported SPY position on this page?

The most recent filing on this page is 2026 Q1, when WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 700 shares, equal to 0.74% of portfolio, with an estimated market value of $362.9M.

What does the chart on this SPY ownership page compare?

The chart compares WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's quarterly SPY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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