Back to SPY
Jacksonville Wealth Management, LLC → SPY
Jacksonville Wealth Management, LLC SPY Position History
State Street SPDR S&P 500 ETF Trust • Financial Services
Quarters held
5
Latest value
$25.3M
Q3 2026
Peak value
$25.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $16.8M |
| Q4 2025 | $17.7M |
| Q1 2026 | $18.7M |
| Q2 2026 | $22.6M |
| Q3 2026 | $25.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $25.3M | 33.2K | — | — |
| Q2 2026 | $22.6M | 30.2K | — | — |
| Q1 2026 | $18.7M | 28.7K | — | — |
| Q4 2025 | $17.7M | 25.9K | — | — |
| Q3 2025 | $16.8M | 25.2K | — | — |
Other funds holding SPY
$21.9B
$21.7B
$21.7B
$20.7B
$19.6B
$19.6B
$19.4B
$19.3B