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Plan A Wealth LLC SPY Position History
State Street SPDR S&P 500 ETF Trust • Financial Services
Quarters held
8
Latest value
$2.2M
Q3 2026
Peak value
$2.2M
First seen
Q4 2024
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2024 | $294K |
| Q1 2025 | $280K |
| Q2 2025 | $497K |
| Q3 2025 | $824K |
| Q4 2025 | $1.3M |
| Q1 2026 | $1.2M |
| Q2 2026 | $1.5M |
| Q3 2026 | $2.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.2M | 2.8K | — | — |
| Q2 2026 | $1.5M | 2.0K | — | — |
| Q1 2026 | $1.2M | 1.8K | — | — |
| Q4 2025 | $1.3M | 1.8K | — | — |
| Q3 2025 | $824K | 1.2K | — | — |
| Q2 2025 | $497K | 805 | — | — |
| Q1 2025 | $280K | 501 | — | — |
| Q4 2024 | $294K | 501 | — | — |
Other funds holding SPY
$21.9B
$21.7B
$21.7B
$20.7B
$19.6B
$19.6B
$19.4B
$19.3B