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Bison Wealth, LLC SPY Position History
State Street SPDR S&P 500 ETF Trust • Financial Services
Quarters held
20
Latest value
$467K
Q3 2026
Peak value
$19M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $16.1M |
| Q3 2025 | $4M |
| Q3 2025 | $3.9M |
| Q3 2025 | $3.8M |
| Q4 2025 | $14.4M |
| Q1 2026 | $445K |
| Q1 2026 | $594K |
| Q1 2026 | $520K |
| Q1 2026 | $16.7M |
| Q1 2026 | $445K |
| Q2 2026 | $601K |
| Q2 2026 | $451K |
| Q2 2026 | $18M |
| Q2 2026 | $526K |
| Q2 2026 | $451K |
| Q3 2026 | $467K |
| Q3 2026 | $622K |
| Q3 2026 | $545K |
| Q3 2026 | $19M |
| Q3 2026 | $467K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $467K | 600 | — | — |
| Q3 2026 | $19M | 24.4K | — | — |
| Q3 2026 | $545K | 700 | — | — |
| Q3 2026 | $622K | 800 | — | — |
| Q3 2026 | $467K | 600 | — | — |
| Q2 2026 | $451K | 600 | — | — |
| Q2 2026 | $526K | 700 | — | — |
| Q2 2026 | $18M | 23.9K | — | — |
| Q2 2026 | $451K | 600 | — | — |
| Q2 2026 | $601K | 800 | — | — |
| Q1 2026 | $445K | 600 | — | — |
| Q1 2026 | $16.7M | 22.5K | — | — |
| Q1 2026 | $520K | 700 | — | — |
| Q1 2026 | $594K | 800 | — | — |
| Q1 2026 | $445K | 600 | — | — |
| Q4 2025 | $14.4M | 22.3K | — | — |
| Q3 2025 | $3.8M | 6.4K | — | — |
| Q3 2025 | $3.9M | 6.2K | — | — |
| Q3 2025 | $4M | 7.4K | — | — |
| Q3 2025 | $16.1M | 23.8K | — | — |
Other funds holding SPY
$21.9B
$21.7B
$21.7B
$20.7B
$19.6B
$19.6B
$19.4B
$19.3B