Back to SPY

Tower View Wealth Management LLC → SPY

Tower View Wealth Management LLC SPY Position History

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

Quarters held
4
Latest value
$6M
Q3 2026
Peak value
$6M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$5.4M
Q1 2026$5.1M
Q2 2026$5.9M
Q3 2026$6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$6M7.8K——
Q2 2026$5.9M7.9K——
Q1 2026$5.1M7.9K——
Q4 2025$5.4M7.9K——

Other funds holding SPY

Other Tower View Wealth Management LLC positions

TSMWF

TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS

$17.2M
TSMWF

TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS

$17.2M
NVDA

NVIDIA CORPORATION

$12.5M
TSMWF

TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS

$12.4M
TSMWF

TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS

$11.6M
LLY

ELI LILLY & CO

$11.5M
STT-PG

SPDR SERIES TRUST ST STR P500ETF

$11.2M
LLY

ELI LILLY & CO

$11.1M