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Triune Financial Partners, LLC → SPY
Triune Financial Partners, LLC SPY Position History
State Street SPDR S&P 500 ETF Trust • Financial Services
Quarters held
4
Latest value
$930K
Q3 2026
Peak value
$930K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $840K |
| Q1 2026 | $790K |
| Q2 2026 | $909K |
| Q3 2026 | $930K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $930K | 1.2K | — | — |
| Q2 2026 | $909K | 1.2K | — | — |
| Q1 2026 | $790K | 1.2K | — | — |
| Q4 2025 | $840K | 1.2K | — | — |
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