Back to SPY

Orin Green Financial, LLC → SPY

Orin Green Financial, LLC SPY Position History

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

Quarters held
5
Latest value
$6.8M
Q3 2026
Peak value
$6.8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$6.1M
Q4 2025$6.2M
Q1 2026$5.9M
Q2 2026$6.7M
Q3 2026$6.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$6.8M8.9K——
Q2 2026$6.7M9.0K——
Q1 2026$5.9M9.1K——
Q4 2025$6.2M9.1K——
Q3 2025$6.1M9.2K——

Other funds holding SPY

Other Orin Green Financial, LLC positions

ETHA

ISHARES TR

$40.3M
ETHA

ISHARES TR

$40.1M
ETHA

ISHARES TR

$36.5M
ETHA

ISHARES TR

$34.8M
ETHA

ISHARES TR

$34.7M
ETHA

ISHARES TR

$26.5M
VGES

VANGUARD TAX-MANAGED FDS

$26M
VGES

VANGUARD TAX-MANAGED FDS

$25.4M