Back to SPY

Stronghold Wealth Management L.L.C. → SPY

Stronghold Wealth Management L.L.C. SPY Position History

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

Quarters held
4
Latest value
$8.5M
Q3 2026
Peak value
$8.6M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$7.7M
Q1 2026$7.4M
Q2 2026$8.6M
Q3 2026$8.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$8.5M11.2K——
Q2 2026$8.6M11.6K——
Q1 2026$7.4M11.4K——
Q4 2025$7.7M11.3K——

Other funds holding SPY

Other Stronghold Wealth Management L.L.C. positions

ETHA

ISHARES CORE U.S. AGGREGATE BOND ETF

$3.2M
ETHA

ISHARES CORE U.S. AGGREGATE BOND ETF

$3.1M
ETHA

ISHARES CORE U.S. AGGREGATE BOND ETF

$3.1M
ETHA

ISHARES CORE U.S. AGGREGATE BOND ETF

$2.9M
ETHA

ISHARES RUSSELL 2000 GROWTH ETF

$2.1M
BXSL

BLACKSTONE SECD LENDING FD COMMON STOCK

$2.1M
ETHA

ISHARES PREFERRED & INCOME SECURITIES ETF

$2M
BXSL

BLACKSTONE SECD LENDING FD COMMON STOCK

$2M