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Smith & Howard Wealth Management, LLC → SPY
Smith & Howard Wealth Management, LLC SPY Position History
State Street SPDR S&P 500 ETF Trust • Financial Services
Quarters held
26
Latest value
$1.1M
Q3 2026
Peak value
$11.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $9.9M |
| Q3 2025 | $1.1M |
| Q3 2025 | $378K |
| Q4 2025 | $10.2M |
| Q4 2025 | $303K |
| Q4 2025 | $2.2M |
| Q4 2025 | $191K |
| Q1 2026 | $9.7M |
| Q1 2026 | $303K |
| Q1 2026 | $6.6M |
| Q1 2026 | $197K |
| Q1 2026 | $264K |
| Q1 2026 | $1.4M |
| Q2 2026 | $11.2M |
| Q2 2026 | $3.8M |
| Q2 2026 | $1.6M |
| Q2 2026 | $326K |
| Q2 2026 | $264K |
| Q2 2026 | $200K |
| Q2 2026 | $335K |
| Q3 2026 | $11.4M |
| Q3 2026 | $186K |
| Q3 2026 | $3.8M |
| Q3 2026 | $326K |
| Q3 2026 | $270K |
| Q3 2026 | $1.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.1M | 1.5K | — | — |
| Q3 2026 | $270K | 400 | — | — |
| Q3 2026 | $326K | 500 | — | — |
| Q3 2026 | $3.8M | 6.0K | — | — |
| Q3 2026 | $186K | 300 | — | — |
| Q3 2026 | $11.4M | 14.9K | — | — |
| Q2 2026 | $335K | 500 | — | — |
| Q2 2026 | $200K | 300 | — | — |
| Q2 2026 | $264K | 400 | — | — |
| Q2 2026 | $326K | 500 | — | — |
| Q2 2026 | $1.6M | 2.5K | — | — |
| Q2 2026 | $3.8M | 6.0K | — | — |
| Q2 2026 | $11.2M | 14.9K | — | — |
| Q1 2026 | $1.4M | 2.0K | — | — |
| Q1 2026 | $264K | 400 | — | — |
| Q1 2026 | $197K | 300 | — | — |
| Q1 2026 | $6.6M | 10.5K | — | — |
| Q1 2026 | $303K | 500 | — | — |
| Q1 2026 | $9.7M | 14.9K | — | — |
| Q4 2025 | $191K | 300 | — | — |
| Q4 2025 | $2.2M | 3.5K | — | — |
| Q4 2025 | $303K | 500 | — | — |
| Q4 2025 | $10.2M | 14.9K | — | — |
| Q3 2025 | $378K | 600 | — | — |
| Q3 2025 | $1.1M | 1.9K | — | — |
| Q3 2025 | $9.9M | 14.9K | — | — |
Other funds holding SPY
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$21.7B
$21.7B
$20.7B
$19.6B
$19.6B
$19.4B
$19.3B