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RICHARDS, MERRILL & PETERSON, INC. → SPY

RICHARDS, MERRILL & PETERSON, INC. SPY Position History

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

Quarters held
4
Latest value
$7.4M
Q3 2026
Peak value
$7.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$6.4M
Q1 2026$6.1M
Q2 2026$7.2M
Q3 2026$7.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$7.4M9.7K——
Q2 2026$7.2M9.7K——
Q1 2026$6.1M9.4K——
Q4 2025$6.4M9.4K——

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