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Rolek Wealth Management LLC → SPY

Rolek Wealth Management LLC SPY Position History

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

Quarters held
1
Latest value
$276K
Q3 2026
Peak value
$276K
First seen
Q3 2026

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$276K362——

Other funds holding SPY

Other Rolek Wealth Management LLC positions

VGES

VANGUARD INDEX FDS

$77.3M
ETHA

INVESCO EXCH TRADED FD TR II

$76.5M
ETHA

INVESCO EXCH TRADED FD TR II

$73.1M
VGES

VANGUARD INDEX FDS

$72.6M
VGES

VANGUARD INDEX FDS

$60.6M
VGES

VANGUARD INDEX FDS

$59.6M
VGES

VANGUARD INDEX FDS

$58.3M
VGES

VANGUARD INDEX FDS

$56.4M