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Abacus Wealth Partners, LLC → SPY
Abacus Wealth Partners, LLC SPY Position History
State Street SPDR S&P 500 ETF Trust • Financial Services
Quarters held
5
Latest value
$6.8M
Q3 2026
Peak value
$6.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.7M |
| Q4 2025 | $5.5M |
| Q1 2026 | $6.7M |
| Q2 2026 | $6.8M |
| Q3 2026 | $6.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.8M | 8.9K | — | — |
| Q2 2026 | $6.8M | 9.1K | — | — |
| Q1 2026 | $6.7M | 10.3K | — | — |
| Q4 2025 | $5.5M | 8.1K | — | — |
| Q3 2025 | $5.7M | 8.5K | — | — |
Other funds holding SPY
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$19.3B