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New England Private Wealth Advisors LLC → SPY
New England Private Wealth Advisors LLC SPY Position History
State Street SPDR S&P 500 ETF Trust • Financial Services
Quarters held
6
Latest value
$21.7M
Q3 2026
Peak value
$21.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $19.9M |
| Q4 2025 | $20.2M |
| Q4 2025 | $20.2M |
| Q1 2026 | $18.6M |
| Q2 2026 | $21M |
| Q3 2026 | $21.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $21.7M | 28.4K | — | — |
| Q2 2026 | $21M | 28.4K | — | — |
| Q1 2026 | $18.6M | 28.7K | — | — |
| Q4 2025 | $20.2M | 29.7K | — | — |
| Q4 2025 | $20.2M | 29.7K | — | — |
| Q3 2025 | $19.9M | 29.9K | — | — |
Other funds holding SPY
$21.9B
$21.7B
$21.7B
$20.7B
$19.6B
$19.6B
$19.4B
$19.3B