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Neumann Capital Management, LLC → SPY
Neumann Capital Management, LLC SPY Position History
State Street SPDR S&P 500 ETF Trust • Financial Services
Quarters held
3
Latest value
$17M
Q3 2026
Peak value
$17.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $17.5M |
| Q1 2026 | $15.2M |
| Q3 2026 | $17M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $17M | 22.3K | — | — |
| Q1 2026 | $15.2M | 23.4K | — | — |
| Q4 2025 | $17.5M | 25.6K | — | — |
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