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Austin Asset Management Co Inc → SPY

Austin Asset Management Co Inc SPY Position History

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

Quarters held
4
Latest value
$5.5M
Q3 2026
Peak value
$5.5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$4.8M
Q1 2026$4.7M
Q2 2026$5.4M
Q3 2026$5.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.5M7.2K——
Q2 2026$5.4M7.2K——
Q1 2026$4.7M7.3K——
Q4 2025$4.8M7.0K——

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