Back to SPY
Tempus Wealth Planning, LLC → SPY
Tempus Wealth Planning, LLC SPY Position History
State Street SPDR S&P 500 ETF Trust • Financial Services
Quarters held
6
Latest value
$8.9M
Q3 2026
Peak value
$8.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $7.1M |
| Q4 2025 | $7.2M |
| Q1 2026 | $6.9M |
| Q1 2026 | $226K |
| Q2 2026 | $8.9M |
| Q3 2026 | $8.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.9M | 11.7K | — | — |
| Q2 2026 | $8.9M | 11.9K | — | — |
| Q1 2026 | $226K | 500 | — | — |
| Q1 2026 | $6.9M | 10.6K | — | — |
| Q4 2025 | $7.2M | 10.6K | — | — |
| Q3 2025 | $7.1M | 10.6K | — | — |
Other funds holding SPY
$21.9B
$21.7B
$21.7B
$20.7B
$19.6B
$19.6B
$19.4B
$19.3B