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Kaizen Financial Strategies → SPY
Kaizen Financial Strategies SPY Position History
State Street SPDR S&P 500 ETF Trust • Financial Services
Quarters held
6
Latest value
$10.2M
Q3 2026
Peak value
$18.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $18.5M |
| Q4 2025 | $18.9M |
| Q1 2026 | $18.4M |
| Q2 2026 | $14.6M |
| Q2 2026 | $11M |
| Q3 2026 | $10.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $10.2M | 13.4K | — | — |
| Q2 2026 | $11M | 14.7K | — | — |
| Q2 2026 | $14.6M | 19.6K | — | — |
| Q1 2026 | $18.4M | 26.2K | — | — |
| Q4 2025 | $18.9M | 27.8K | — | — |
| Q3 2025 | $18.5M | 27.6K | — | — |
Other funds holding SPY
$21.9B
$21.7B
$21.7B
$20.7B
$19.6B
$19.6B
$19.4B
$19.3B