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Olistico Wealth, LLC → SPY

Olistico Wealth, LLC SPY Position History

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

Quarters held
5
Latest value
$3M
Q3 2026
Peak value
$3.2M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$3.2M
Q4 2025$3.2M
Q1 2026$2.6M
Q2 2026$2.9M
Q3 2026$3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3M3.9K——
Q2 2026$2.9M3.9K——
Q1 2026$2.6M3.9K——
Q4 2025$3.2M4.7K——
Q3 2025$3.2M4.8K——

Other funds holding SPY

Other Olistico Wealth, LLC positions

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VANGUARD GROWTH ETF

$20.8M
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VANGUARD GROWTH ETF

$20.4M
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$18.4M
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$16.9M