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TD PRIVATE CLIENT WEALTH LLC → SPY

TD PRIVATE CLIENT WEALTH LLC SPY Position History

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

Quarters held
4
Latest value
$215M
Q3 2026
Peak value
$217.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$210.4M
Q1 2026$197.6M
Q2 2026$217.8M
Q3 2026$215M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$215M282.0K——
Q2 2026$217.8M291.6K——
Q1 2026$197.6M303.8K——
Q4 2025$210.4M308.6K——

Other funds holding SPY

Other TD PRIVATE CLIENT WEALTH LLC positions

STT-PG

SPDR SER TR STATE STR SPDR PORT S&P 500 ETF

$522.1M
STT-PG

SPDR SER TR STATE STR SPDR PORT S&P 500 ETF

$484.1M
STT-PG

SPDR SERIES TRUST

$399.4M
STT-PG

SPDR SER TR STATE STR SPDR PORT S&P 500 ETF

$394.5M
ETHA

ISHARES TR CORE MSCI EAFE ETF

$383.9M
ETHA

ISHARES TR CORE MSCI EAFE ETF

$357.9M
ETHA

ISHARES TR

$307.3M
ETHA

ISHARES TR CORE MSCI EAFE ETF

$280.2M