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Leona M. & Harry B. Helmsley Charitable Trust → SPY
Leona M. & Harry B. Helmsley Charitable Trust SPY Position History
State Street SPDR S&P 500 ETF Trust • Financial Services
Quarters held
4
Latest value
$193.1M
Q3 2026
Peak value
$316.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $316.9M |
| Q1 2026 | $209.2M |
| Q2 2026 | $204.4M |
| Q3 2026 | $193.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $193.1M | 253.3K | — | — |
| Q2 2026 | $204.4M | 273.8K | — | — |
| Q1 2026 | $209.2M | 321.6K | — | — |
| Q4 2025 | $316.9M | 464.7K | — | — |
Other funds holding SPY
$21.9B
$21.7B
$21.7B
$20.7B
$19.6B
$19.6B
$19.4B
$19.3B