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SUCCESSION FINANCIAL, INC. → SPY
SUCCESSION FINANCIAL, INC. SPY Position History
State Street SPDR S&P 500 ETF Trust • Financial Services
Quarters held
4
Latest value
$780K
Q3 2026
Peak value
$2.2M
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $2.1M |
| Q2 2026 | $763K |
| Q3 2026 | $2.2M |
| Q3 2026 | $780K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $780K | 1.0K | — | — |
| Q3 2026 | $2.2M | 127 | — | — |
| Q2 2026 | $763K | 1.0K | — | — |
| Q2 2026 | $2.1M | 133 | — | — |
Other funds holding SPY
$21.9B
$21.7B
$21.7B
$20.7B
$19.6B
$19.6B
$19.4B
$19.3B