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Selby Wealth Management, LLC → SPY

Selby Wealth Management, LLC SPY Position History

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

Quarters held
4
Latest value
$8.4M
Q3 2026
Peak value
$8.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$7.8M
Q1 2026$7.1M
Q2 2026$8.2M
Q3 2026$8.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$8.4M11.0K——
Q2 2026$8.2M11.0K——
Q1 2026$7.1M10.9K——
Q4 2025$7.8M11.5K——

Other funds holding SPY

Other Selby Wealth Management, LLC positions

JPM-PM

J P MORGAN EXCHANGE TRADED F

$20.6M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$19.7M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$19M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$18.5M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$18.4M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$18.3M
FIS

FIDELITY MERRIMACK STR TR

$18M
FIS

FIDELITY MERRIMACK STR TR

$17.6M