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Asset Advisory Group, Inc. → SPY

Asset Advisory Group, Inc. SPY Position History

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

Quarters held
4
Latest value
$7.3M
Q3 2026
Peak value
$7.3M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$6.6M
Q1 2026$6.3M
Q2 2026$7.3M
Q3 2026$7.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$7.3M9.6K——
Q2 2026$7.3M9.7K——
Q1 2026$6.3M9.8K——
Q4 2025$6.6M9.7K——

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