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MBL Wealth, LLC SPY Position History
State Street SPDR S&P 500 ETF Trust • Financial Services
Quarters held
9
Latest value
$9.5M
Q3 2026
Peak value
$162M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $886K |
| Q4 2025 | $145.7M |
| Q1 2026 | $780K |
| Q1 2026 | $141.7M |
| Q2 2026 | $1.1M |
| Q2 2026 | $162M |
| Q3 2026 | $1.1M |
| Q3 2026 | $160M |
| Q3 2026 | $9.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.5M | 12.4K | — | — |
| Q3 2026 | $160M | 209.8K | — | — |
| Q3 2026 | $1.1M | 1.4K | — | — |
| Q2 2026 | $162M | 216.9K | — | — |
| Q2 2026 | $1.1M | 1.5K | — | — |
| Q1 2026 | $141.7M | 217.8K | — | — |
| Q1 2026 | $780K | 1.2K | — | — |
| Q4 2025 | $145.7M | 213.7K | — | — |
| Q4 2025 | $886K | 1.3K | — | — |
Other funds holding SPY
$21.9B
$21.7B
$21.7B
$20.7B
$19.6B
$19.6B
$19.4B
$19.3B