Back to SPY

CHERRYDALE WEALTH MANAGEMENT, LLC → SPY

CHERRYDALE WEALTH MANAGEMENT, LLC SPY Position History

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

Quarters held
4
Latest value
$6.2M
Q3 2026
Peak value
$6.2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$3M
Q1 2026$2M
Q2 2026$6.1M
Q3 2026$6.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$6.2M8.1K——
Q2 2026$6.1M8.2K——
Q1 2026$2M3.1K——
Q4 2025$3M4.4K——

Other funds holding SPY

Other CHERRYDALE WEALTH MANAGEMENT, LLC positions

VGES

VANGUARD INDEX FDS

$108.3M
VGES

VANGUARD INDEX FDS

$106.1M
VGES

VANGUARD INDEX FDS

$91.2M
VGES

VANGUARD INDEX FDS

$89.7M
ETHA

ISHARES TR

$30.1M
ETHA

ISHARES TR

$29.7M
ETHA

ISHARES TR

$27.6M
DIOD

DIMENSIONAL ETF TRUST

$27.2M