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ANGELES WEALTH MANAGEMENT, LLC → SPY

ANGELES WEALTH MANAGEMENT, LLC SPY Position History

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

Quarters held
5
Latest value
$48.3M
Q3 2026
Peak value
$48.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$31M
Q4 2025$37.7M
Q1 2026$36M
Q2 2026$47.2M
Q3 2026$48.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$48.3M498.6K——
Q2 2026$47.2M606.5K——
Q1 2026$36M55.2K——
Q4 2025$37.7M55.2K——
Q3 2025$31M46.5K——

Other funds holding SPY

Other ANGELES WEALTH MANAGEMENT, LLC positions

VGES

VANGUARD WORLD FD

$269.9M
VGES

VANGUARD WORLD FD

$252.3M
VGES

VANGUARD INTL EQUITY INDEX F

$248.4M
VGES

VANGUARD WORLD FD

$243.3M
VGES

VANGUARD INTL EQUITY INDEX F

$237.8M
VGES

VANGUARD WORLD FD

$232.9M
VGES

VANGUARD WORLD FD

$209.9M
VGES

VANGUARD INTL EQUITY INDEX F

$203.7M