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UNIQUE WEALTH, LLC → SPY

UNIQUE WEALTH, LLC SPY Position History

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

Quarters held
5
Latest value
$19.3M
Q3 2026
Peak value
$49.8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$49.8M
Q4 2025$16.9M
Q1 2026$18.3M
Q2 2026$19.2M
Q3 2026$19.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$19.3M25.3K——
Q2 2026$19.2M25.7K——
Q1 2026$18.3M28.2K——
Q4 2025$16.9M24.9K——
Q3 2025$49.8M74.7K——

Other funds holding SPY

Other UNIQUE WEALTH, LLC positions

ETHA

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ETHA

ISHARES TR

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ETHA

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$99.8M
ETHA

ISHARES TR

$99.5M
ETHA

ISHARES TR

$59.7M
ETHA

ISHARES TR

$37.5M
ETHA

ISHARES TR

$37.1M
ETHA

BLACKROCK ETF TRUST

$36.9M