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AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP → SPY

AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP SPY Position History

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

Quarters held
4
Latest value
$22.7M
Q3 2026
Peak value
$31.2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$31.2M
Q1 2026$30.5M
Q2 2026$22.2M
Q3 2026$22.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$22.7M29.1K——
Q2 2026$22.2M29.7K——
Q1 2026$30.5M481.5K——
Q4 2025$31.2M481.0K——

Other funds holding SPY

Other AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP positions

OKE

PGIM ETF TR

$13.9M
OKE

PGIM ETF TR

$13.5M
OKE

PGIM ETF TR

$12.7M
OKE

PGIM ETF TR

$12M
PDI

PIMCO ETF TR

$10.2M
PDI

PIMCO ETF TR

$10.1M
PDI

PIMCO ETF TR

$9.8M
PDI

PIMCO ETF TR

$9.6M