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TopTier Wealth Management, LLC → SPY

TopTier Wealth Management, LLC SPY Position History

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

Quarters held
4
Latest value
$5.6M
Q3 2026
Peak value
$5.6M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$4.9M
Q1 2026$4.8M
Q2 2026$5.5M
Q3 2026$5.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.6M7.3K——
Q2 2026$5.5M7.3K——
Q1 2026$4.8M7.3K——
Q4 2025$4.9M7.2K——

Other funds holding SPY

Other TopTier Wealth Management, LLC positions

BTCW

WISDOMTREE TR

$16.8M
BTCW

WISDOMTREE TR

$15.6M
BTCW

WISDOMTREE TR

$13.9M
BTCW

WISDOMTREE TR

$13.6M
QQQ

INVESCO QQQ TR

$13.1M
QQQ

INVESCO QQQ TR

$13.1M
BTCW

WISDOMTREE TR

$11.5M
QQQ

INVESCO QQQ TR

$11.1M