Back to SPY

Redwood Family Wealth LLC → SPY

Redwood Family Wealth LLC SPY Position History

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

Quarters held
4
Latest value
$2.9M
Q3 2026
Peak value
$2.9M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2.7M
Q1 2026$2.5M
Q2 2026$2.8M
Q3 2026$2.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.9M3.8K——
Q2 2026$2.8M3.7K——
Q1 2026$2.5M3.8K——
Q4 2025$2.7M3.9K——

Other funds holding SPY

Other Redwood Family Wealth LLC positions

VGES

VANGUARD INDEX FDS

$9.6M
AAPL

APPLE INC

$9.5M
VGES

VANGUARD INDEX FDS

$9.2M
VGES

VANGUARD INDEX FDS

$8.7M
AAPL

APPLE INC

$8.2M
VGES

VANGUARD INDEX FDS

$8M
AAPL

APPLE INC

$7.7M
XOM

EXXON MOBIL CORP

$7.3M