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Sightline Wealth Advisors, LLC → SPY

Sightline Wealth Advisors, LLC SPY Position History

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

Quarters held
5
Latest value
$5.6M
Q3 2026
Peak value
$6.4M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$5.7M
Q4 2025$5.8M
Q1 2026$5.6M
Q2 2026$6.4M
Q3 2026$5.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.6M7.4K——
Q2 2026$6.4M8.6K——
Q1 2026$5.6M8.6K——
Q4 2025$5.8M8.5K——
Q3 2025$5.7M8.6K——

Other funds holding SPY

Other Sightline Wealth Advisors, LLC positions

VGES

VANGUARD BD INDEX FDS

$29.1M
VGES

VANGUARD BD INDEX FDS

$27.3M
VGES

VANGUARD BD INDEX FDS

$27.1M
VGES

VANGUARD BD INDEX FDS

$26.6M
IVZ

INVESCO EXCHANGE TRADED FD T

$24.4M
VGES

VANGUARD INDEX FDS

$24.2M
VGES

VANGUARD BD INDEX FDS

$24.1M
IVZ

INVESCO EXCHANGE TRADED FD T

$22.5M