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Michels Family Financial, LLC → SPY
Michels Family Financial, LLC SPY Position History
State Street SPDR S&P 500 ETF Trust • Financial Services
Quarters held
5
Latest value
$10.3M
Q3 2026
Peak value
$10.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $8.1M |
| Q4 2025 | $8.9M |
| Q1 2026 | $8.6M |
| Q2 2026 | $10.2M |
| Q3 2026 | $10.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $10.3M | 13.6K | — | — |
| Q2 2026 | $10.2M | 13.7K | — | — |
| Q1 2026 | $8.6M | 13.3K | — | — |
| Q4 2025 | $8.9M | 13.0K | — | — |
| Q3 2025 | $8.1M | 12.2K | — | — |
Other funds holding SPY
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$19.3B