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TCV Trust & Wealth Management, Inc. → SPY

TCV Trust & Wealth Management, Inc. SPY Position History

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

Quarters held
10
Latest value
$6.4M
Q3 2026
Peak value
$33.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$31M
Q3 2025$4.4M
Q4 2025$33.3M
Q4 2025$6M
Q1 2026$29.8M
Q1 2026$5.4M
Q2 2026$32.9M
Q2 2026$6.3M
Q3 2026$31.4M
Q3 2026$6.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$6.4M8.4K——
Q3 2026$31.4M41.1K——
Q2 2026$6.3M8.5K——
Q2 2026$32.9M44.0K——
Q1 2026$5.4M8.3K——
Q1 2026$29.8M45.9K——
Q4 2025$6M8.8K——
Q4 2025$33.3M48.9K——
Q3 2025$4.4M6.7K——
Q3 2025$31M46.6K——

Other funds holding SPY

Other TCV Trust & Wealth Management, Inc. positions

AVGO

BROADCOM INC

$55.9M
AVGO

BROADCOM INC

$53.8M
AVGO

BROADCOM INC

$52.6M
AVGO

BROADCOM INC

$50.4M
STT-PG

SPDR SERIES TRUST

$48.7M
STT-PG

SPDR SERIES TRUST

$48.5M
AVGO

BROADCOM INC

$47.2M
STT-PG

SPDR SERIES TRUST

$46.6M