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Activest Wealth Management → SPY

Activest Wealth Management SPY Position History

State Street SPDR S&P 500 ETF Trust • Financial Services

Quarters held
5
Latest value
$120.9M
Q3 2026
Peak value
$120.9M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$100.6M
Q4 2025$109M
Q1 2026$111.5M
Q2 2026$116.6M
Q3 2026$120.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$120.9M158.6K——
Q2 2026$116.6M156.1K——
Q1 2026$111.5M171.4K——
Q4 2025$109M159.9K——
Q3 2025$100.6M151.0K——

Other funds holding SPY

Other Activest Wealth Management positions

QQQ

INVESCO QQQ TR

$66.1M
QQQ

INVESCO QQQ TR

$65.8M
QQQ

INVESCO QQQ TR

$64.4M
QQQ

INVESCO QQQ TR

$63.6M
QQQ

INVESCO QQQ TR

$52.7M
IVZ

INVESCO EXCHANGE TRADED FD T

$49.7M
IVZ

INVESCO EXCHANGE TRADED FD T

$48.1M
IVZ

INVESCO EXCHANGE TRADED FD T

$47.7M