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Ulrich Consultants & Investment Group, LLC → SPY

Ulrich Consultants & Investment Group, LLC SPY Position History

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

Quarters held
1
Latest value
$4.3M
Q3 2026
Peak value
$4.3M
First seen
Q3 2026

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.3M5.6K——

Other funds holding SPY

Other Ulrich Consultants & Investment Group, LLC positions

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VANGUARD INDEX FDS

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HCA

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$2.1M
VGES

VANGUARD SCOTTSDALE FDS

$2M
ETHA

ISHARES TR

$1.8M
AMPY

AMPLIFY ETF TR

$1.6M
GLD

SPDR GOLD TR

$1.5M