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INVENIO WEALTH PARTNERS LLC → SPY
INVENIO WEALTH PARTNERS LLC SPY Position History
State Street SPDR S&P 500 ETF Trust • Financial Services
Quarters held
5
Latest value
$5.9M
Q3 2026
Peak value
$7.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $7.5M |
| Q4 2025 | $7.6M |
| Q1 2026 | $5.3M |
| Q2 2026 | $5.9M |
| Q3 2026 | $5.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.9M | 7.8K | — | — |
| Q2 2026 | $5.9M | 7.9K | — | — |
| Q1 2026 | $5.3M | 8.1K | — | — |
| Q4 2025 | $7.6M | 11.1K | — | — |
| Q3 2025 | $7.5M | 11.3K | — | — |
Other funds holding SPY
$21.9B
$21.7B
$21.7B
$20.7B
$19.6B
$19.6B
$19.4B
$19.3B
Other INVENIO WEALTH PARTNERS LLC positions
ETHA
$25.1MISHARES MSCI INTL VALUE FACTOR ETF
ETHA
$24.4MISHARES MSCI INTL VALUE FACTOR ETF
ETHA
$23MISHARES MSCI INTL VALUE FACTOR ETF
SCHW-PJ
$22.4MSCHWAB U.S. LARGE-CAP GROWTH ETF
SCHW-PJ
$22.4MSCHWAB U.S. LARGE-CAP GROWTH ETF
SCHW-PJ
$22.2MSCHWAB U.S. LARGE-CAP GROWTH ETF
SCHW-PJ
$22.1MSCHWAB U.S. LARGE-CAP GROWTH ETF
JPM-PM
$20.7MJPMORGAN MUNICIPAL ETF