Back to SPY

Global Trust Wealth Management LLC → SPY

Global Trust Wealth Management LLC SPY Position History

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

Quarters held
4
Latest value
$13.2M
Q3 2026
Peak value
$18.2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$18.2M
Q1 2026$16.8M
Q2 2026$13.7M
Q3 2026$13.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$13.2M17.3K——
Q2 2026$13.7M18.3K——
Q1 2026$16.8M25.8K——
Q4 2025$18.2M26.6K——

Other funds holding SPY

Other Global Trust Wealth Management LLC positions

VGES

VANGUARD INDEX FDS

$8.6M
QQQ

INVESCO QQQ TR

$8.6M
VGES

VANGUARD INDEX FDS

$8.5M
VGES

VANGUARD INDEX FDS

$8.3M
VGES

VANGUARD INDEX FDS

$8.3M
QQQ

INVESCO QQQ TR

$7.2M
BLK

ISHARES TR

$7M
VGES

VANGUARD STAR FDS

$6.8M