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MCDONALD PARTNERS LLC SPY Position History
State Street SPDR S&P 500 ETF Trust • Financial Services
Quarters held
5
Latest value
$5.8M
Q3 2026
Peak value
$6.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.2M |
| Q4 2025 | $5.7M |
| Q1 2026 | $5.1M |
| Q2 2026 | $6.1M |
| Q3 2026 | $5.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.8M | 7.7K | — | — |
| Q2 2026 | $6.1M | 8.2K | — | — |
| Q1 2026 | $5.1M | 7.8K | — | — |
| Q4 2025 | $5.7M | 8.3K | — | — |
| Q3 2025 | $5.2M | 7.8K | — | — |
Other funds holding SPY
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$21.7B
$21.7B
$20.7B
$19.6B
$19.6B
$19.4B
$19.3B