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PRESILIUM PRIVATE WEALTH, LLC → SPY

PRESILIUM PRIVATE WEALTH, LLC SPY Position History

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

Quarters held
4
Latest value
$4.8M
Q3 2026
Peak value
$4.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$481K
Q1 2026$458K
Q2 2026$4.6M
Q3 2026$4.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.8M6.3K——
Q2 2026$4.6M6.2K——
Q1 2026$458K705——
Q4 2025$481K705——

Other funds holding SPY

Other PRESILIUM PRIVATE WEALTH, LLC positions

VGES

VANGUARD INDEX FDS

$87.3M
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VANGUARD INDEX FDS

$86.6M
VGES

VANGUARD INDEX FDS

$86.3M
VGES

VANGUARD INDEX FDS

$81.1M
VGES

VANGUARD INDEX FDS

$75.1M
VGES

VANGUARD INDEX FDS

$72.5M
VGES

VANGUARD INDEX FDS

$70.3M
VGES

VANGUARD INDEX FDS

$70M