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Guidance Point Advisors, LLC → SPY

Guidance Point Advisors, LLC SPY Position History

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

Quarters held
5
Latest value
$8M
Q3 2026
Peak value
$8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$7M
Q4 2025$7.2M
Q1 2026$7M
Q2 2026$8M
Q3 2026$8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$8M10.5K——
Q2 2026$8M10.7K——
Q1 2026$7M10.7K——
Q4 2025$7.2M10.5K——
Q3 2025$7M10.4K——

Other funds holding SPY

Other Guidance Point Advisors, LLC positions

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JPM-PM

JPMORGAN CHASE & CO.

$126.5M
JPM-PM

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$118M
ETHA

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$63M
ETHA

ISHARES TR

$61.3M
ETHA

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$55.8M