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My Personal CFO, LLC → SPY

My Personal CFO, LLC SPY Position History

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

Quarters held
5
Latest value
$7.8M
Q3 2026
Peak value
$7.8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$775K
Q4 2025$6.6M
Q1 2026$6.4M
Q2 2026$7.5M
Q3 2026$7.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$7.8M10.2K——
Q2 2026$7.5M10.0K——
Q1 2026$6.4M9.8K——
Q4 2025$6.6M9.7K——
Q3 2025$775K1.2K——

Other funds holding SPY

Other My Personal CFO, LLC positions

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VANGUARD INDEX FDS

$42.9M
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VANGUARD INDEX FDS

$39.7M
VGES

VANGUARD INDEX FDS

$36.8M
VGES

VANGUARD INDEX FDS

$34.8M
VGES

VANGUARD INDEX FDS

$25.6M
MSFT

MICROSOFT CORP

$22.4M
MSFT

MICROSOFT CORP

$21.4M
VGES

VANGUARD SCOTTSDALE FDS

$20.9M