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Wavvest Wealth LLC → SPY

Wavvest Wealth LLC SPY Position History

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

Quarters held
2
Latest value
$629K
Q3 2026
Peak value
$4.1M
First seen
Q3 2026

Dollar value over time

Show data table
PeriodPosition value
Q3 2026$4.1M
Q3 2026$629K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$629K49.7K——
Q3 2026$4.1M5.4K——

Other funds holding SPY

Other Wavvest Wealth LLC positions

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JPM-PM

JPMORGAN ULTRA-SHORT INCOME ETF

$5.2M
ETHA

ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF

$4.7M
ETHA

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$4.3M
PPT

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$4.1M
CRDO

DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF

$3.7M