Back to SPY

Paradigm, Strategies in Wealth Management, LLC → SPY

Paradigm, Strategies in Wealth Management, LLC SPY Position History

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

Quarters held
5
Latest value
$4.3M
Q3 2026
Peak value
$4.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$4M
Q4 2025$4M
Q1 2026$3.8M
Q2 2026$4.3M
Q3 2026$4.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.3M5.7K——
Q2 2026$4.3M5.7K——
Q1 2026$3.8M5.8K——
Q4 2025$4M5.9K——
Q3 2025$4M6.1K——

Other funds holding SPY

Other Paradigm, Strategies in Wealth Management, LLC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$22.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$22.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$22M
SCHW-PJ

SCHWAB STRATEGIC TR

$20.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$19.6M
ETHA

ISHARES TR

$19.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$19.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$19.3M