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B. Riley Wealth Advisors, Inc. → SPY
B. Riley Wealth Advisors, Inc. SPY Position History
State Street SPDR S&P 500 ETF Trust • Financial Services
Quarters held
7
Latest value
$34.6M
Q3 2026
Peak value
$39.3M
First seen
Q1 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2025 | $39.3M |
| Q1 2025 | $112K |
| Q3 2025 | $26M |
| Q4 2025 | $27.8M |
| Q1 2026 | $21.3M |
| Q2 2026 | $25M |
| Q3 2026 | $34.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $34.6M | 45.4K | — | — |
| Q2 2026 | $25M | 33.7K | — | — |
| Q1 2026 | $21.3M | 33.7K | — | — |
| Q4 2025 | $27.8M | 40.8K | — | — |
| Q3 2025 | $26M | 39.0K | — | — |
| Q1 2025 | $112K | 200 | — | — |
| Q1 2025 | $39.3M | 70.2K | — | — |
Other funds holding SPY
$21.9B
$21.7B
$21.7B
$20.7B
$19.6B
$19.6B
$19.4B
$19.3B