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Thrive Wealth Management, LLC → SPY
Thrive Wealth Management, LLC SPY Position History
State Street SPDR S&P 500 ETF Trust • Financial Services
Quarters held
7
Latest value
$5.9M
Q3 2026
Peak value
$24.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $22.4M |
| Q4 2025 | $234K |
| Q1 2026 | $21.1M |
| Q2 2026 | $24.3M |
| Q2 2026 | $5.5M |
| Q3 2026 | $24.5M |
| Q3 2026 | $5.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.9M | 7.7K | — | — |
| Q3 2026 | $24.5M | 32.1K | — | — |
| Q2 2026 | $5.5M | 7.4K | — | — |
| Q2 2026 | $24.3M | 32.6K | — | — |
| Q1 2026 | $21.1M | 32.4K | — | — |
| Q4 2025 | $234K | 3.9K | — | — |
| Q4 2025 | $22.4M | 32.9K | — | — |
Other funds holding SPY
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$19.6B
$19.6B
$19.4B
$19.3B