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BlueChip Wealth Advisors LLC → SPY

BlueChip Wealth Advisors LLC SPY Position History

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

Quarters held
5
Latest value
$16.9M
Q3 2026
Peak value
$16.9M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$13.9M
Q4 2025$14M
Q1 2026$13.7M
Q2 2026$16M
Q3 2026$16.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$16.9M22.1K——
Q2 2026$16M21.4K——
Q1 2026$13.7M21.1K——
Q4 2025$14M20.5K——
Q3 2025$13.9M20.9K——

Other funds holding SPY

Other BlueChip Wealth Advisors LLC positions

VGES

VANGUARD BD INDEX FDS

$14.8M
VGES

VANGUARD BD INDEX FDS

$14.7M
VGES

VANGUARD BD INDEX FDS

$14.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$13.2M
SCHW-PJ

SCHWAB STRATEGIC TR

$13M
SCHW-PJ

SCHWAB STRATEGIC TR

$12.5M
VGES

VANGUARD BD INDEX FDS

$11.9M
VGES

VANGUARD BD INDEX FDS

$11.6M
BlueChip Wealth Advisors LLC SPY Holdings: 13F Position History | Track13F