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Benchmark Financial Wealth Advisors, LLC → SPY
Benchmark Financial Wealth Advisors, LLC SPY Position History
State Street SPDR S&P 500 ETF Trust • Financial Services
Quarters held
11
Latest value
$610K
Q3 2026
Peak value
$32.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $32.3M |
| Q4 2025 | $31.6M |
| Q1 2026 | $26.2M |
| Q2 2026 | $27.3M |
| Q2 2026 | $75K |
| Q2 2026 | $149K |
| Q2 2026 | $299K |
| Q3 2026 | $27.7M |
| Q3 2026 | $153K |
| Q3 2026 | $305K |
| Q3 2026 | $610K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $610K | 800 | — | — |
| Q3 2026 | $305K | 400 | — | — |
| Q3 2026 | $153K | 200 | — | — |
| Q3 2026 | $27.7M | 36.3K | — | — |
| Q2 2026 | $299K | 400 | — | — |
| Q2 2026 | $149K | 200 | — | — |
| Q2 2026 | $75K | 100 | — | — |
| Q2 2026 | $27.3M | 36.5K | — | — |
| Q1 2026 | $26.2M | 40.3K | — | — |
| Q4 2025 | $31.6M | 46.4K | — | — |
| Q3 2025 | $32.3M | 48.5K | — | — |
Other funds holding SPY
$21.9B
$21.7B
$21.7B
$20.7B
$19.6B
$19.6B
$19.4B
$19.3B