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Tortuga Wealth Management, Inc → SPY

Tortuga Wealth Management, Inc SPY Position History

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

Quarters held
4
Latest value
$3.3M
Q3 2026
Peak value
$3.5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2.3M
Q1 2026$2.2M
Q2 2026$3.5M
Q3 2026$3.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.3M4.3K——
Q2 2026$3.5M4.7K——
Q1 2026$2.2M3.5K——
Q4 2025$2.3M3.4K——

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