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Caldwell Trust Co SPY Position History
State Street SPDR S&P 500 ETF Trust • Financial Services
Quarters held
7
Latest value
$1.4M
Q3 2026
Peak value
$45.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $42M |
| Q1 2026 | $39.4M |
| Q1 2026 | $1.3M |
| Q2 2026 | $45.2M |
| Q2 2026 | $1.4M |
| Q3 2026 | $45.8M |
| Q3 2026 | $1.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.4M | 1.9K | — | — |
| Q3 2026 | $45.8M | 60.0K | — | — |
| Q2 2026 | $1.4M | 1.9K | — | — |
| Q2 2026 | $45.2M | 60.5K | — | — |
| Q1 2026 | $1.3M | 2.0K | — | — |
| Q1 2026 | $39.4M | 60.7K | — | — |
| Q4 2025 | $42M | 61.6K | — | — |
Other funds holding SPY
$21.9B
$21.7B
$21.7B
$20.7B
$19.6B
$19.6B
$19.4B
$19.3B