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Dale Q Rice Investment Management Ltd → SPY

Dale Q Rice Investment Management Ltd SPY Position History

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

Quarters held
5
Latest value
$7.4M
Q3 2026
Peak value
$7.4M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$7.1M
Q4 2025$7M
Q1 2026$6.6M
Q2 2026$7.3M
Q3 2026$7.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$7.4M9.7K——
Q2 2026$7.3M9.8K——
Q1 2026$6.6M10.2K——
Q4 2025$7M10.3K——
Q3 2025$7.1M10.5K——

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