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ATTICUS WEALTH MANAGEMENT, LLC → SPY

ATTICUS WEALTH MANAGEMENT, LLC SPY Position History

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

Quarters held
5
Latest value
$98.7M
Q3 2026
Peak value
$98.7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$93.9M
Q4 2025$95.3M
Q1 2026$85M
Q2 2026$95.4M
Q3 2026$98.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$98.7M129.4K——
Q2 2026$95.4M127.7K——
Q1 2026$85M130.7K——
Q4 2025$95.3M139.8K——
Q3 2025$93.9M140.9K——

Other funds holding SPY

Other ATTICUS WEALTH MANAGEMENT, LLC positions

ETHA

ISHARES TR

$25.6M
ETHA

ISHARES TR

$25.4M
ETHA

ISHARES TR

$23.4M
ETHA

ISHARES TR

$23M
ETHA

ISHARES TR

$21.7M
AAPL

APPLE INC

$17.1M
STT-PG

SPDR SERIES TRUST

$15.4M
STT-PG

SPDR SERIES TRUST

$14.6M