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Newton One Investments LLC → SPY
Newton One Investments LLC SPY Position History
State Street SPDR S&P 500 ETF Trust • Financial Services
Quarters held
4
Latest value
$1.1M
Q3 2026
Peak value
$1.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1M |
| Q1 2026 | $971K |
| Q2 2026 | $1.1M |
| Q3 2026 | $1.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.1M | 1.5K | — | — |
| Q2 2026 | $1.1M | 1.5K | — | — |
| Q1 2026 | $971K | 1.5K | — | — |
| Q4 2025 | $1M | 1.5K | — | — |
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$19.3B