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Spurstone Advisory Services, LLC → SPY
Spurstone Advisory Services, LLC SPY Position History
State Street SPDR S&P 500 ETF Trust • Financial Services
Quarters held
5
Latest value
$605K
Q3 2026
Peak value
$605K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $390K |
| Q4 2025 | $399K |
| Q1 2026 | $384K |
| Q2 2026 | $591K |
| Q3 2026 | $605K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $605K | 792 | — | — |
| Q2 2026 | $591K | 792 | — | — |
| Q1 2026 | $384K | 591 | — | — |
| Q4 2025 | $399K | 585 | — | — |
| Q3 2025 | $390K | 585 | — | — |
Other funds holding SPY
$21.9B
$21.7B
$21.7B
$20.7B
$19.6B
$19.6B
$19.4B
$19.3B