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BigSur Wealth Management LLC → SPY
BigSur Wealth Management LLC SPY Position History
State Street SPDR S&P 500 ETF Trust • Financial Services
Quarters held
5
Latest value
$30.6M
Q3 2026
Peak value
$35.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $35.1M |
| Q4 2025 | $32.9M |
| Q1 2026 | $25.5M |
| Q2 2026 | $30.8M |
| Q3 2026 | $30.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $30.6M | 40.1K | — | — |
| Q2 2026 | $30.8M | 41.1K | — | — |
| Q1 2026 | $25.5M | 39.1K | — | — |
| Q4 2025 | $32.9M | 48.1K | — | — |
| Q3 2025 | $35.1M | 52.6K | — | — |
Other funds holding SPY
$21.9B
$21.7B
$21.7B
$20.7B
$19.6B
$19.6B
$19.4B
$19.3B