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Capital Advisors Wealth Management, LLC → SPY
Capital Advisors Wealth Management, LLC SPY Position History
State Street SPDR S&P 500 ETF Trust • Financial Services
Quarters held
5
Latest value
$20.7M
Q3 2026
Peak value
$20.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $13.4M |
| Q4 2025 | $14.2M |
| Q1 2026 | $13.9M |
| Q2 2026 | $19.7M |
| Q3 2026 | $20.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $20.7M | 27.1K | — | — |
| Q2 2026 | $19.7M | 26.4K | — | — |
| Q1 2026 | $13.9M | 21.4K | — | — |
| Q4 2025 | $14.2M | 20.8K | — | — |
| Q3 2025 | $13.4M | 20.1K | — | — |
Other funds holding SPY
$21.9B
$21.7B
$21.7B
$20.7B
$19.6B
$19.6B
$19.4B
$19.3B