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Symphony Financial, Ltd. Co. → SPY
Symphony Financial, Ltd. Co. SPY Position History
State Street SPDR S&P 500 ETF Trust • Financial Services
Quarters held
5
Latest value
$22.2M
Q3 2026
Peak value
$22.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $12.4M |
| Q4 2025 | $16.1M |
| Q1 2026 | $12.1M |
| Q2 2026 | $22.5M |
| Q3 2026 | $22.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $22.2M | 29.0K | — | — |
| Q2 2026 | $22.5M | 30.3K | — | — |
| Q1 2026 | $12.1M | 18.7K | — | — |
| Q4 2025 | $16.1M | 23.6K | — | — |
| Q3 2025 | $12.4M | 18.6K | — | — |
Other funds holding SPY
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$19.4B
$19.3B