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Cordatus Wealth Management LLC → SPY
Cordatus Wealth Management LLC SPY Position History
State Street SPDR S&P 500 ETF Trust • Financial Services
Quarters held
5
Latest value
$8.3M
Q3 2026
Peak value
$11.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $10.8M |
| Q4 2025 | $7.8M |
| Q1 2026 | $4.9M |
| Q2 2026 | $11.2M |
| Q3 2026 | $8.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.3M | 10.9K | — | — |
| Q2 2026 | $11.2M | 15.0K | — | — |
| Q1 2026 | $4.9M | 7.5K | — | — |
| Q4 2025 | $7.8M | 11.5K | — | — |
| Q3 2025 | $10.8M | 16.3K | — | — |
Other funds holding SPY
$21.9B
$21.7B
$21.7B
$20.7B
$19.6B
$19.6B
$19.4B
$19.3B