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Royal Fund Management, LLC → SPY

Royal Fund Management, LLC SPY Position History

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

Quarters held
7
Latest value
$76K
Q3 2026
Peak value
$29.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$17.6M
Q4 2025$21.2M
Q1 2026$6.2M
Q2 2026$22.8M
Q2 2026$75K
Q3 2026$29.3M
Q3 2026$76K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$76K100——
Q3 2026$29.3M38.4K——
Q2 2026$75K100——
Q2 2026$22.8M30.5K——
Q1 2026$6.2M9.5K——
Q4 2025$21.2M31.1K——
Q3 2025$17.6M26.4K——

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