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JSF Financial, LLC SPY Position History
State Street SPDR S&P 500 ETF Trust • Financial Services
Quarters held
7
Latest value
$3.5M
Q3 2026
Peak value
$11.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.9M |
| Q4 2025 | $1.9M |
| Q1 2026 | $1.8M |
| Q2 2026 | $11.2M |
| Q2 2026 | $3.8M |
| Q3 2026 | $11.4M |
| Q3 2026 | $3.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.5M | 4.6K | — | — |
| Q3 2026 | $11.4M | 15.0K | — | — |
| Q2 2026 | $3.8M | 5.1K | — | — |
| Q2 2026 | $11.2M | 15.0K | — | — |
| Q1 2026 | $1.8M | 2.7K | — | — |
| Q4 2025 | $1.9M | 2.8K | — | — |
| Q3 2025 | $1.9M | 2.9K | — | — |
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$19.3B