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Fiduciary Alliance LLC → SPY

Fiduciary Alliance LLC SPY Position History

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

Quarters held
4
Latest value
$18.3M
Q3 2026
Peak value
$56.3M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$56.3M
Q1 2026$29M
Q2 2026$18.9M
Q3 2026$18.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$18.3M23.9K——
Q2 2026$18.9M25.2K——
Q1 2026$29M41.5K——
Q4 2025$56.3M82.5K——

Other funds holding SPY

Other Fiduciary Alliance LLC positions

AAPL

Apple

$65.9M
AAPL

Apple

$61.7M
MSFT

Microsoft

$56.2M
AAPL

Apple

$53.9M
AAPL

Apple

$50.4M
MSFT

Microsoft

$47.5M
JPM-PM

JPMorgan Chase

$43.7M
STT-PG

STATE STREET SPDR PORTFOLIO S&P 500 ETF

$43.7M