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Aegis Wealth Management, Inc. → SPY
Aegis Wealth Management, Inc. SPY Position History
State Street SPDR S&P 500 ETF Trust • Financial Services
Quarters held
8
Latest value
$36K
Q3 2026
Peak value
$2.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $993K |
| Q4 2025 | $32K |
| Q1 2026 | $1.2M |
| Q1 2026 | $31K |
| Q2 2026 | $2.5M |
| Q2 2026 | $35K |
| Q3 2026 | $2.4M |
| Q3 2026 | $36K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $36K | 47 | — | — |
| Q3 2026 | $2.4M | 3.2K | — | — |
| Q2 2026 | $35K | 47 | — | — |
| Q2 2026 | $2.5M | 3.4K | — | — |
| Q1 2026 | $31K | 47 | — | — |
| Q1 2026 | $1.2M | 1.9K | — | — |
| Q4 2025 | $32K | 47 | — | — |
| Q4 2025 | $993K | 1.5K | — | — |
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