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McAlister, Sweet & Associates, Inc. → SPY

McAlister, Sweet & Associates, Inc. SPY Position History

State Street SPDR S&P 500 ETF Trust • Financial Services

Quarters held
4
Latest value
$52.1M
Q3 2026
Peak value
$61.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$38.1M
Q1 2026$48M
Q2 2026$61.8M
Q3 2026$52.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$52.1M68.3K——
Q2 2026$61.8M82.7K——
Q1 2026$48M73.8K——
Q4 2025$38.1M55.9K——

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