Back to SPY

Berman McAleer LLC → SPY

Berman McAleer LLC SPY Position History

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

Quarters held
5
Latest value
$15.2M
Q3 2026
Peak value
$15.2M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$13.8M
Q4 2025$13.7M
Q1 2026$13.1M
Q2 2026$14.9M
Q3 2026$15.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$15.2M20.0K——
Q2 2026$14.9M20.0K——
Q1 2026$13.1M20.2K——
Q4 2025$13.7M20.2K——
Q3 2025$13.8M20.6K——

Other funds holding SPY

Other Berman McAleer LLC positions

IVZ

INVESCO EXCHANGE TRADED FD T

$84.2M
IVZ

INVESCO EXCHANGE TRADED FD T

$84.1M
CRDO

DIMENSIONAL ETF TRUST

$75.2M
CRDO

DIMENSIONAL ETF TRUST

$75.2M
IVZ

INVESCO EXCHANGE TRADED FD T

$74.7M
IVZ

INVESCO EXCHANGE TRADED FD T

$73.4M
CRDO

DIMENSIONAL ETF TRUST

$71.3M
IVZ

INVESCO EXCHANGE TRADED FD T

$70.4M