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IFP Advisors, Inc SPY Position History
State Street SPDR S&P 500 ETF Trust • Financial Services
Quarters held
12
Latest value
$734
Q3 2026
Peak value
$64.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $59.2M |
| Q3 2025 | $59.1M |
| Q3 2025 | $160 |
| Q3 2025 | $54 |
| Q4 2025 | $64.5M |
| Q4 2025 | $19 |
| Q1 2026 | $57.7M |
| Q1 2026 | $112 |
| Q2 2026 | $57.4M |
| Q2 2026 | $210 |
| Q3 2026 | $59.5M |
| Q3 2026 | $734 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $734 | 58 | — | — |
| Q3 2026 | $59.5M | 78.0K | — | — |
| Q2 2026 | $210 | 16 | — | — |
| Q2 2026 | $57.4M | 76.8K | — | — |
| Q1 2026 | $112 | 11 | — | — |
| Q1 2026 | $57.7M | 88.8K | — | — |
| Q4 2025 | $19 | 2 | — | — |
| Q4 2025 | $64.5M | 94.6K | — | — |
| Q3 2025 | $54 | 5 | — | — |
| Q3 2025 | $160 | 0 | — | — |
| Q3 2025 | $59.1M | 88.8K | — | — |
| Q3 2025 | $59.2M | 88.8K | — | — |
Other funds holding SPY
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$21.7B
$20.7B
$19.6B
$19.6B
$19.4B
$19.3B