Back to SPY
Lionsbridge Wealth Management LLC → SPY
Lionsbridge Wealth Management LLC SPY Position History
State Street SPDR S&P 500 ETF Trust • Financial Services
Quarters held
4
Latest value
$2.4M
Q3 2026
Peak value
$2.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.6M |
| Q1 2026 | $1.7M |
| Q2 2026 | $1.8M |
| Q3 2026 | $2.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.4M | 3.1K | — | — |
| Q2 2026 | $1.8M | 2.4K | — | — |
| Q1 2026 | $1.7M | 2.7K | — | — |
| Q4 2025 | $1.6M | 2.3K | — | — |
Other funds holding SPY
$21.9B
$21.7B
$21.7B
$20.7B
$19.6B
$19.6B
$19.4B
$19.3B
Other Lionsbridge Wealth Management LLC positions
STT-PG
$13MSPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF
JPM-PM
$6.6MJPMORGAN INCOME ETF
JPM-PM
$6.5MJ P MORGAN EXCHANGE TRADED F
STT-PG
$6.4MSPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF
JPM-PM
$6.3MJPMORGAN INCOME ETF
STT-PG
$6.2MSPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF
PWR
$6.2MQUANTA SVCS INC COM
JPM-PM
$5.9MJPMORGAN INCOME ETF