Back to SPY
Elmwood Wealth Management, Inc. → SPY
Elmwood Wealth Management, Inc. SPY Position History
State Street SPDR S&P 500 ETF Trust • Financial Services
Quarters held
5
Latest value
$7.7M
Q3 2026
Peak value
$7.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $693K |
| Q4 2025 | $2.9M |
| Q1 2026 | $3.1M |
| Q2 2026 | $3.6M |
| Q3 2026 | $7.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.7M | 10.1K | — | — |
| Q2 2026 | $3.6M | 4.9K | — | — |
| Q1 2026 | $3.1M | 4.7K | — | — |
| Q4 2025 | $2.9M | 4.2K | — | — |
| Q3 2025 | $693K | 1.0K | — | — |
Other funds holding SPY
$21.9B
$21.7B
$21.7B
$20.7B
$19.6B
$19.6B
$19.4B
$19.3B