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USAdvisors Wealth Management, LLC → SPY

USAdvisors Wealth Management, LLC SPY Position History

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

Quarters held
5
Latest value
$8.4M
Q3 2026
Peak value
$8.4M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$6.7M
Q4 2025$6.9M
Q1 2026$6.4M
Q2 2026$8.3M
Q3 2026$8.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$8.4M11.1K——
Q2 2026$8.3M11.1K——
Q1 2026$6.4M10.2K——
Q4 2025$6.9M10.1K——
Q3 2025$6.7M10.0K——

Other funds holding SPY

Other USAdvisors Wealth Management, LLC positions

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SCHWAB US LARGE CAP GROWTH ETF

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$19.3M
SCHW-PJ

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$19.2M