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DHJJ Financial Advisors, Ltd. → SPY

DHJJ Financial Advisors, Ltd. SPY Position History

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

Quarters held
4
Latest value
$5.2M
Q3 2026
Peak value
$5.3M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$4.9M
Q1 2026$4.7M
Q2 2026$5.3M
Q3 2026$5.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.2M6.8K——
Q2 2026$5.3M7.1K——
Q1 2026$4.7M7.2K——
Q4 2025$4.9M7.2K——

Other funds holding SPY

Other DHJJ Financial Advisors, Ltd. positions

QQQ

INVESCO QQQ TR

$40.8M
QQQ

INVESCO QQQ TR

$40.6M
QQQ

INVESCO QQQ TR

$34.3M
QQQ

INVESCO QQQ TR

$31.9M
ETHA

ISHARES TR

$22.1M
ETHA

ISHARES TR

$20.5M
ETHA

ISHARES TR

$19.5M
ETHA

ISHARES TR

$19.4M