Back to SPY
GC Wealth Management RIA, LLC → SPY
GC Wealth Management RIA, LLC SPY Position History
State Street SPDR S&P 500 ETF Trust • Financial Services
Quarters held
5
Latest value
$25.1M
Q3 2026
Peak value
$33.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $23.8M |
| Q4 2025 | $30.8M |
| Q1 2026 | $33.4M |
| Q2 2026 | $28.7M |
| Q3 2026 | $25.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $25.1M | 32.9K | — | — |
| Q2 2026 | $28.7M | 38.4K | — | — |
| Q1 2026 | $33.4M | 51.4K | — | — |
| Q4 2025 | $30.8M | 45.1K | — | — |
| Q3 2025 | $23.8M | 35.7K | — | — |
Other funds holding SPY
$21.9B
$21.7B
$21.7B
$20.7B
$19.6B
$19.6B
$19.4B
$19.3B