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Pines Wealth Management, LLC → SPY

Pines Wealth Management, LLC SPY Position History

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

Quarters held
5
Latest value
$6M
Q3 2026
Peak value
$6M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$5.3M
Q4 2025$5.4M
Q1 2026$5.3M
Q2 2026$5.9M
Q3 2026$6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$6M7.9K——
Q2 2026$5.9M8.0K——
Q1 2026$5.3M8.1K——
Q4 2025$5.4M7.9K——
Q3 2025$5.3M7.9K——

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