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James T. Borello RIA SPY Position History
State Street SPDR S&P 500 ETF Trust • Financial Services
Quarters held
12
Latest value
$16.5M
Q3 2026
Peak value
$16.5M
First seen
Q4 2023
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2023 | $3.2M |
| Q1 2024 | $11.3M |
| Q2 2024 | $11.8M |
| Q3 2024 | $12.4M |
| Q4 2024 | $12.9M |
| Q1 2025 | $12.3M |
| Q2 2025 | $13.6M |
| Q3 2025 | $14.6M |
| Q4 2025 | $14.7M |
| Q1 2026 | $14M |
| Q2 2026 | $16.1M |
| Q3 2026 | $16.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $16.5M | 21.6K | — | — |
| Q2 2026 | $16.1M | 21.5K | — | — |
| Q1 2026 | $14M | 21.5K | — | — |
| Q4 2025 | $14.7M | 21.5K | — | — |
| Q3 2025 | $14.6M | 21.9K | — | — |
| Q2 2025 | $13.6M | 22.0K | — | — |
| Q1 2025 | $12.3M | 21.9K | — | — |
| Q4 2024 | $12.9M | 22.0K | — | — |
| Q3 2024 | $12.4M | 21.6K | — | — |
| Q2 2024 | $11.8M | 21.6K | — | — |
| Q1 2024 | $11.3M | 21.6K | — | — |
| Q4 2023 | $3.2M | 6.7K | — | — |
Other funds holding SPY
$21.9B
$21.7B
$21.7B
$20.7B
$19.6B
$19.6B
$19.4B
$19.3B