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Etesian Wealth Advisors, Inc. → SPY

Etesian Wealth Advisors, Inc. SPY Position History

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

Quarters held
4
Latest value
$10.8M
Q3 2026
Peak value
$10.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$9.7M
Q1 2026$9.4M
Q2 2026$10.7M
Q3 2026$10.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$10.8M14.1K——
Q2 2026$10.7M14.4K——
Q1 2026$9.4M14.4K——
Q4 2025$9.7M14.3K——

Other funds holding SPY

Other Etesian Wealth Advisors, Inc. positions

BTCW

WISDOMTREE TR

$21.2M
BTCW

WISDOMTREE TR

$20.8M
HODL

VANECK ETF TRUST

$19.8M
BTCW

WISDOMTREE TR

$19.7M
HODL

VANECK ETF TRUST

$19.6M
HODL

VANECK ETF TRUST

$19.4M
HODL

VANECK ETF TRUST

$19M
BTCW

WISDOMTREE TR

$18.2M