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MontVue Capital Management, Inc. → SPY

MontVue Capital Management, Inc. SPY Position History

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

Quarters held
5
Latest value
$1.7M
Q3 2026
Peak value
$2.1M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$2.1M
Q4 2025$1.9M
Q1 2026$1.4M
Q2 2026$1.6M
Q3 2026$1.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.7M2.2K——
Q2 2026$1.6M2.1K——
Q1 2026$1.4M2.2K——
Q4 2025$1.9M2.8K——
Q3 2025$2.1M3.1K——

Other funds holding SPY

Other MontVue Capital Management, Inc. positions

ETHA

ISHARES TR

$30.6M
ETHA

ISHARES TR

$30.3M
ETHA

ISHARES TR

$28.2M
ETHA

ISHARES TR

$27.7M
ETHA

ISHARES TR

$27.3M
ETHA

ISHARES TR

$21.1M
VGES

VANGUARD INDEX FDS

$21M
ETHA

ISHARES TR

$20.9M