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Hoxton Planning & Management, LLC → SPY
Hoxton Planning & Management, LLC SPY Position History
State Street SPDR S&P 500 ETF Trust • Financial Services
Quarters held
5
Latest value
$10.3M
Q3 2026
Peak value
$10.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $7M |
| Q4 2025 | $9.6M |
| Q1 2026 | $9.6M |
| Q2 2026 | $10.6M |
| Q3 2026 | $10.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $10.3M | 13.4K | — | — |
| Q2 2026 | $10.6M | 14.2K | — | — |
| Q1 2026 | $9.6M | 14.8K | — | — |
| Q4 2025 | $9.6M | 14.1K | — | — |
| Q3 2025 | $7M | 10.5K | — | — |
Other funds holding SPY
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$19.6B
$19.6B
$19.4B
$19.3B