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TSG Advice Partners, LLC → SPY

TSG Advice Partners, LLC SPY Position History

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

Quarters held
3
Latest value
$44.1M
Q3 2026
Peak value
$77M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$77M
Q1 2026$40.5M
Q3 2026$44.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$44.1M59.0K——
Q1 2026$40.5M62.3K——
Q4 2025$77M112.9K——

Other funds holding SPY

Other TSG Advice Partners, LLC positions

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$66.7M
MDY

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$62.2M
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SCHW-PJ

SCHWAB STRATEGIC TR

$53.7M
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$52.5M