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ROBINSON SMITH WEALTH ADVISORS LLC → SPY

ROBINSON SMITH WEALTH ADVISORS LLC SPY Position History

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

Quarters held
5
Latest value
$2M
Q3 2026
Peak value
$2M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1.7M
Q4 2025$1.8M
Q1 2026$1.7M
Q2 2026$1.9M
Q3 2026$2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2M2.6K——
Q2 2026$1.9M2.6K——
Q1 2026$1.7M2.6K——
Q4 2025$1.8M2.6K——
Q3 2025$1.7M2.6K——

Other funds holding SPY

Other ROBINSON SMITH WEALTH ADVISORS LLC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$31.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$31.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$28.2M
SCHW-PJ

SCHWAB STRATEGIC TR

$27.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$26.2M
PPT

PUTNAM ETF TRUST

$10.9M
ETHA

ISHARES TR

$10.3M
PPT

PUTNAM ETF TRUST

$10.1M