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Accurate Wealth Management, LLC → SPY
Accurate Wealth Management, LLC SPY Position History
State Street SPDR S&P 500 ETF Trust • Financial Services
Quarters held
4
Latest value
$35M
Q3 2026
Peak value
$35M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $24.7M |
| Q1 2026 | $25.3M |
| Q2 2026 | $30.4M |
| Q3 2026 | $35M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $35M | 45.0K | — | — |
| Q2 2026 | $30.4M | 40.3K | — | — |
| Q1 2026 | $25.3M | 37.2K | — | — |
| Q4 2025 | $24.7M | 35.6K | — | — |
Other funds holding SPY
$21.9B
$21.7B
$21.7B
$20.7B
$19.6B
$19.6B
$19.4B
$19.3B