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OMNI 360 Wealth, Inc. SPY Position History
State Street SPDR S&P 500 ETF Trust • Financial Services
Quarters held
12
Latest value
$3.4M
Q3 2026
Peak value
$3.4M
First seen
Q4 2023
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2023 | $2M |
| Q1 2024 | $2.2M |
| Q2 2024 | $2.2M |
| Q3 2024 | $2.4M |
| Q4 2024 | $2.4M |
| Q1 2025 | $2.3M |
| Q2 2025 | $2.5M |
| Q3 2025 | $2.7M |
| Q4 2025 | $3.1M |
| Q1 2026 | $2.9M |
| Q2 2026 | $3.3M |
| Q3 2026 | $3.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.4M | 4.5K | — | — |
| Q2 2026 | $3.3M | 4.5K | — | — |
| Q1 2026 | $2.9M | 4.4K | — | — |
| Q4 2025 | $3.1M | 4.4K | — | — |
| Q3 2025 | $2.7M | 4.0K | — | — |
| Q2 2025 | $2.5M | 4.1K | — | — |
| Q1 2025 | $2.3M | 4.0K | — | — |
| Q4 2024 | $2.4M | 4.2K | — | — |
| Q3 2024 | $2.4M | 4.2K | — | — |
| Q2 2024 | $2.2M | 4.0K | — | — |
| Q1 2024 | $2.2M | 4.2K | — | — |
| Q4 2023 | $2M | 4.2K | — | — |
Other funds holding SPY
$21.9B
$21.7B
$21.7B
$20.7B
$19.6B
$19.6B
$19.4B
$19.3B