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James J. Burns & Company, LLC → SPY
James J. Burns & Company, LLC SPY Position History
State Street SPDR S&P 500 ETF Trust • Financial Services
Quarters held
4
Latest value
$95.9M
Q3 2026
Peak value
$95.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $39.8M |
| Q1 2026 | $46.3M |
| Q2 2026 | $88.1M |
| Q3 2026 | $95.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $95.9M | 125.8K | — | — |
| Q2 2026 | $88.1M | 118.0K | — | — |
| Q1 2026 | $46.3M | 71.2K | — | — |
| Q4 2025 | $39.8M | 58.4K | — | — |
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