Back to SPY
INDEPENDENT FINANCIAL GROUP, LLC → SPY
INDEPENDENT FINANCIAL GROUP, LLC SPY Position History
State Street SPDR S&P 500 ETF Trust • Financial Services
Quarters held
28
Latest value
$82M
Q3 2026
Peak value
$82M
First seen
Q1 2020
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2020 | $6.6M |
| Q2 2020 | $6.6M |
| Q3 2020 | $7.3M |
| Q4 2020 | $8.4M |
| Q1 2021 | $10.1M |
| Q2 2021 | $10.5M |
| Q3 2021 | $11.2M |
| Q4 2021 | $17.7M |
| Q1 2022 | $19.4M |
| Q2 2022 | $17.4M |
| Q3 2022 | $17.6M |
| Q4 2022 | $19.9M |
| Q1 2023 | $22.3M |
| Q2 2023 | $26.2M |
| Q3 2023 | $26.3M |
| Q4 2023 | $34.1M |
| Q1 2024 | $41.9M |
| Q2 2024 | $44.9M |
| Q3 2024 | $49.9M |
| Q4 2024 | $59.5M |
| Q1 2025 | $51.9M |
| Q2 2025 | $63.6M |
| Q3 2025 | $70.4M |
| Q4 2025 | $74.3M |
| Q1 2026 | $51.5M |
| Q1 2026 | $69M |
| Q2 2026 | $80.5M |
| Q3 2026 | $82M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $82M | 107.6K | — | — |
| Q2 2026 | $80.5M | 107.7K | — | — |
| Q1 2026 | $69M | 106.1K | — | — |
| Q1 2026 | $51.5M | 79.1K | — | — |
| Q4 2025 | $74.3M | 109.0K | — | — |
| Q3 2025 | $70.4M | 105.7K | — | — |
| Q2 2025 | $63.6M | 103.0K | — | — |
| Q1 2025 | $51.9M | 92.8K | — | — |
| Q4 2024 | $59.5M | 101.6K | — | — |
| Q3 2024 | $49.9M | 87.0K | — | — |
| Q2 2024 | $44.9M | 82.5K | — | — |
| Q1 2024 | $41.9M | 80.1K | — | — |
| Q4 2023 | $34.1M | 71.7K | — | — |
| Q3 2023 | $26.3M | 61.6K | — | — |
| Q2 2023 | $26.2M | 59.1K | — | — |
| Q1 2023 | $22.3M | 54.5K | — | — |
| Q4 2022 | $19.9M | 51.9K | — | — |
| Q3 2022 | $17.6M | 49.2K | — | — |
| Q2 2022 | $17.4M | 46.2K | — | — |
| Q1 2022 | $19.4M | 43.1K | — | — |
| Q4 2021 | $17.7M | 37.4K | — | — |
| Q3 2021 | $11.2M | 26.0K | — | — |
| Q2 2021 | $10.5M | 24.5K | — | — |
| Q1 2021 | $10.1M | 25.6K | — | — |
| Q4 2020 | $8.4M | 22.4K | — | — |
| Q3 2020 | $7.3M | 21.7K | — | — |
| Q2 2020 | $6.6M | 21.3K | — | — |
| Q1 2020 | $6.6M | 25.5K | — | — |
Other funds holding SPY
$21.9B
$21.7B
$21.7B
$20.7B
$19.6B
$19.6B
$19.4B
$19.3B