Back to SPY

Clear Point Advisors Inc. → SPY

Clear Point Advisors Inc. SPY Position History

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

Quarters held
3
Latest value
$5.2M
Q3 2026
Peak value
$5.2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$4.8M
Q2 2026$5.2M
Q3 2026$5.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.2M6.9K——
Q2 2026$5.2M6.9K——
Q4 2025$4.8M7.1K——

Other funds holding SPY

Other Clear Point Advisors Inc. positions

SCHW-PJ

SCHWAB STRATEGIC TR

$12.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$12.3M
SCHW-PJ

SCHWAB STRATEGIC TR

$11.9M
STT-PG

STATE STR CORP

$11.2M
SCHW-PJ

SCHWAB STRATEGIC TR

$10.6M
JPM-PM

JPMORGAN CHASE & CO

$8.2M
VGES

VANGUARD WORLD FD

$6.8M
QQQ

INVESCO QQQ TR

$6.5M
Clear Point Advisors Inc. SPY Holdings: 13F Position History | Track13F