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SimpliFi, Inc. → SPY

SimpliFi, Inc. SPY Position History

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

Quarters held
4
Latest value
$16.1M
Q3 2026
Peak value
$16.1M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$14.3M
Q1 2026$13.7M
Q2 2026$15.8M
Q3 2026$16.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$16.1M21.2K——
Q2 2026$15.8M21.2K——
Q1 2026$13.7M21.1K——
Q4 2025$14.3M21.0K——

Other funds holding SPY

Other SimpliFi, Inc. positions

VGES

VANGUARD BD INDEX FDS

$51.5M
VGES

VANGUARD BD INDEX FDS

$50.9M
VGES

VANGUARD BD INDEX FDS

$50.4M
VGES

VANGUARD BD INDEX FDS

$49.9M
IVZ

INVESCO EXCHANGE TRADED FD T

$36M
IVZ

INVESCO EXCHANGE TRADED FD T

$34M
IVZ

INVESCO EXCHANGE TRADED FD T

$32.9M
IVZ

INVESCO EXCHANGE TRADED FD T

$32.8M