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SteelPeak Wealth, LLC SPY Position History
State Street SPDR S&P 500 ETF Trust • Financial Services
Quarters held
10
Latest value
$686K
Q3 2026
Peak value
$101.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $78.8M |
| Q3 2025 | $999K |
| Q4 2025 | $85.5M |
| Q4 2025 | $955K |
| Q1 2026 | $97.6M |
| Q1 2026 | $390K |
| Q2 2026 | $95.3M |
| Q2 2026 | $1.3M |
| Q3 2026 | $101.7M |
| Q3 2026 | $686K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $686K | 900 | — | — |
| Q3 2026 | $101.7M | 133.1K | — | — |
| Q2 2026 | $1.3M | 1.8K | — | — |
| Q2 2026 | $95.3M | 127.3K | — | — |
| Q1 2026 | $390K | 600 | — | — |
| Q1 2026 | $97.6M | 149.7K | — | — |
| Q4 2025 | $955K | 1.4K | — | — |
| Q4 2025 | $85.5M | 125.0K | — | — |
| Q3 2025 | $999K | 1.5K | — | — |
| Q3 2025 | $78.8M | 118.2K | — | — |
Other funds holding SPY
$21.9B
$21.7B
$21.7B
$20.7B
$19.6B
$19.6B
$19.4B
$19.3B