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Balboa Wealth Partners SPY Position History
State Street SPDR S&P 500 ETF Trust • Financial Services
Quarters held
6
Latest value
$12.5M
Q3 2026
Peak value
$14.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $14.1M |
| Q3 2025 | $3K |
| Q4 2025 | $14.1M |
| Q1 2026 | $12M |
| Q2 2026 | $12.6M |
| Q3 2026 | $12.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $12.5M | 16.4K | — | — |
| Q2 2026 | $12.6M | 16.9K | — | — |
| Q1 2026 | $12M | 18.5K | — | — |
| Q4 2025 | $14.1M | 20.7K | — | — |
| Q3 2025 | $3K | 20.0K | — | — |
| Q3 2025 | $14.1M | 21.1K | — | — |
Other funds holding SPY
$21.9B
$21.7B
$21.7B
$20.7B
$19.6B
$19.6B
$19.4B
$19.3B