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VestGen Advisors, LLC → SPY

VestGen Advisors, LLC SPY Position History

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

Quarters held
5
Latest value
$50.4M
Q3 2026
Peak value
$119.1M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$119.1M
Q4 2025$42.2M
Q1 2026$64.6M
Q2 2026$55.4M
Q3 2026$50.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$50.4M66.1K——
Q2 2026$55.4M74.1K——
Q1 2026$64.6M87.5K——
Q4 2025$42.2M61.8K——
Q3 2025$119.1M178.8K——

Other funds holding SPY

Other VestGen Advisors, LLC positions

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