Back to SPY
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → SPY
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC SPY Position History
State Street SPDR S&P 500 ETF Trust • Financial Services
Quarters held
228
Latest value
$472.9M
Q3 2026
Peak value
$479.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $220 |
| Q3 2025 | $15K |
| Q3 2025 | $321K |
| Q3 2025 | $56K |
| Q3 2025 | $115K |
| Q3 2025 | $17K |
| Q3 2025 | $734 |
| Q3 2025 | $49K |
| Q3 2025 | $231K |
| Q3 2025 | $9K |
| Q3 2025 | $373 |
| Q3 2025 | $35K |
| Q3 2025 | $10K |
| Q3 2025 | $54K |
| Q3 2025 | $75K |
| Q3 2025 | $12K |
| Q3 2025 | $32K |
| Q3 2025 | $9K |
| Q3 2025 | $17K |
| Q3 2025 | $131K |
| Q3 2025 | $2K |
| Q3 2025 | $73K |
| Q3 2025 | $8K |
| Q3 2025 | $29K |
| Q3 2025 | $4K |
| Q3 2025 | $170K |
| Q3 2025 | $1K |
| Q3 2025 | $130K |
| Q3 2025 | $42K |
| Q3 2025 | $1.2M |
| Q3 2025 | $93K |
| Q3 2025 | $20K |
| Q3 2025 | $5K |
| Q3 2025 | $12K |
| Q3 2025 | $12K |
| Q3 2025 | $642 |
| Q3 2025 | $4K |
| Q3 2025 | $6K |
| Q3 2025 | $118K |
| Q3 2025 | $7K |
| Q3 2025 | $57K |
| Q3 2025 | $12K |
| Q3 2025 | $26K |
| Q3 2025 | $67K |
| Q3 2025 | $28K |
| Q3 2025 | $141K |
| Q3 2025 | $95K |
| Q3 2025 | $489K |
| Q3 2025 | $4K |
| Q3 2025 | $448.4M |
| Q3 2025 | $24K |
| Q3 2025 | $56K |
| Q3 2025 | $39 |
| Q3 2025 | $21K |
| Q3 2025 | $5K |
| Q3 2025 | $350 |
| Q3 2025 | $1K |
| Q4 2025 | $0 |
| Q4 2025 | $0 |
| Q4 2025 | $0 |
| Q4 2025 | $0 |
| Q4 2025 | $0 |
| Q4 2025 | $0 |
| Q4 2025 | $0 |
| Q4 2025 | $0 |
| Q4 2025 | $0 |
| Q4 2025 | $0 |
| Q4 2025 | $0 |
| Q4 2025 | $0 |
| Q4 2025 | $0 |
| Q4 2025 | $0 |
| Q4 2025 | $0 |
| Q4 2025 | $0 |
| Q4 2025 | $0 |
| Q4 2025 | $0 |
| Q4 2025 | $0 |
| Q4 2025 | $0 |
| Q4 2025 | $0 |
| Q4 2025 | $0 |
| Q4 2025 | $0 |
| Q4 2025 | $0 |
| Q4 2025 | $0 |
| Q4 2025 | $0 |
| Q4 2025 | $0 |
| Q4 2025 | $0 |
| Q4 2025 | $0 |
| Q4 2025 | $0 |
| Q4 2025 | $0 |
| Q4 2025 | $0 |
| Q4 2025 | $0 |
| Q4 2025 | $0 |
| Q4 2025 | $0 |
| Q4 2025 | $0 |
| Q4 2025 | $0 |
| Q4 2025 | $0 |
| Q4 2025 | $0 |
| Q4 2025 | $0 |
| Q4 2025 | $0 |
| Q4 2025 | $0 |
| Q4 2025 | $0 |
| Q4 2025 | $0 |
| Q4 2025 | $0 |
| Q4 2025 | $0 |
| Q4 2025 | $0 |
| Q4 2025 | $0 |
| Q4 2025 | $0 |
| Q4 2025 | $0 |
| Q4 2025 | $0 |
| Q4 2025 | $0 |
| Q4 2025 | $0 |
| Q4 2025 | $0 |
| Q4 2025 | $479.9M |
| Q1 2026 | $362.9M |
| Q1 2026 | $0 |
| Q1 2026 | $0 |
| Q1 2026 | $0 |
| Q1 2026 | $0 |
| Q1 2026 | $0 |
| Q1 2026 | $0 |
| Q1 2026 | $0 |
| Q1 2026 | $0 |
| Q1 2026 | $0 |
| Q1 2026 | $0 |
| Q1 2026 | $0 |
| Q1 2026 | $0 |
| Q1 2026 | $0 |
| Q1 2026 | $0 |
| Q1 2026 | $0 |
| Q1 2026 | $0 |
| Q1 2026 | $0 |
| Q1 2026 | $0 |
| Q1 2026 | $0 |
| Q1 2026 | $0 |
| Q1 2026 | $0 |
| Q1 2026 | $0 |
| Q1 2026 | $0 |
| Q1 2026 | $0 |
| Q1 2026 | $0 |
| Q1 2026 | $0 |
| Q1 2026 | $0 |
| Q1 2026 | $0 |
| Q1 2026 | $0 |
| Q1 2026 | $0 |
| Q1 2026 | $0 |
| Q1 2026 | $0 |
| Q1 2026 | $0 |
| Q1 2026 | $0 |
| Q1 2026 | $0 |
| Q1 2026 | $0 |
| Q1 2026 | $0 |
| Q1 2026 | $0 |
| Q1 2026 | $0 |
| Q1 2026 | $0 |
| Q1 2026 | $0 |
| Q1 2026 | $0 |
| Q2 2026 | $423.7M |
| Q2 2026 | $1.4M |
| Q2 2026 | $501K |
| Q2 2026 | $1M |
| Q2 2026 | $858K |
| Q2 2026 | $215K |
| Q2 2026 | $1.1M |
| Q2 2026 | $358K |
| Q2 2026 | $429K |
| Q2 2026 | $215K |
| Q2 2026 | $358K |
| Q2 2026 | $15.9M |
| Q2 2026 | $16.3M |
| Q2 2026 | $72K |
| Q2 2026 | $286K |
| Q2 2026 | $358K |
| Q2 2026 | $4.2M |
| Q2 2026 | $3.9M |
| Q2 2026 | $215K |
| Q2 2026 | $358K |
| Q2 2026 | $1.6M |
| Q2 2026 | $143K |
| Q2 2026 | $1.1M |
| Q2 2026 | $286K |
| Q2 2026 | $143K |
| Q2 2026 | $72K |
| Q2 2026 | $215K |
| Q2 2026 | $215K |
| Q2 2026 | $143K |
| Q2 2026 | $143K |
| Q2 2026 | $2.5M |
| Q2 2026 | $2.6M |
| Q2 2026 | $72K |
| Q2 2026 | $1M |
| Q2 2026 | $72K |
| Q3 2026 | $2.7M |
| Q3 2026 | $77K |
| Q3 2026 | $851K |
| Q3 2026 | $77K |
| Q3 2026 | $155K |
| Q3 2026 | $77K |
| Q3 2026 | $155K |
| Q3 2026 | $155K |
| Q3 2026 | $77K |
| Q3 2026 | $232K |
| Q3 2026 | $3.3M |
| Q3 2026 | $3.2M |
| Q3 2026 | $77K |
| Q3 2026 | $232K |
| Q3 2026 | $3M |
| Q3 2026 | $310K |
| Q3 2026 | $77K |
| Q3 2026 | $1.2M |
| Q3 2026 | $155K |
| Q3 2026 | $1.2M |
| Q3 2026 | $155K |
| Q3 2026 | $542K |
| Q3 2026 | $1.1M |
| Q3 2026 | $387K |
| Q3 2026 | $232K |
| Q3 2026 | $4.2M |
| Q3 2026 | $1.7M |
| Q3 2026 | $4.6M |
| Q3 2026 | $17.6M |
| Q3 2026 | $17.2M |
| Q3 2026 | $387K |
| Q3 2026 | $464K |
| Q3 2026 | $232K |
| Q3 2026 | $155K |
| Q3 2026 | $310K |
| Q3 2026 | $1.1M |
| Q3 2026 | $77K |
| Q3 2026 | $472.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $472.9M | 644.9K | — | — |
| Q3 2026 | $77K | 100 | — | — |
| Q3 2026 | $1.1M | 1.4K | — | — |
| Q3 2026 | $310K | 400 | — | — |
| Q3 2026 | $155K | 200 | — | — |
| Q3 2026 | $232K | 300 | — | — |
| Q3 2026 | $464K | 600 | — | — |
| Q3 2026 | $387K | 500 | — | — |
| Q3 2026 | $17.2M | 22.2K | — | — |
| Q3 2026 | $17.6M | 22.8K | — | — |
| Q3 2026 | $4.6M | 5.9K | — | — |
| Q3 2026 | $1.7M | 2.2K | — | — |
| Q3 2026 | $4.2M | 5.4K | — | — |
| Q3 2026 | $232K | 300 | — | — |
| Q3 2026 | $387K | 500 | — | — |
| Q3 2026 | $1.1M | 1.4K | — | — |
| Q3 2026 | $542K | 700 | — | — |
| Q3 2026 | $155K | 200 | — | — |
| Q3 2026 | $1.2M | 1.6K | — | — |
| Q3 2026 | $155K | 200 | — | — |
| Q3 2026 | $1.2M | 1.5K | — | — |
| Q3 2026 | $77K | 100 | — | — |
| Q3 2026 | $310K | 400 | — | — |
| Q3 2026 | $3M | 3.9K | — | — |
| Q3 2026 | $232K | 300 | — | — |
| Q3 2026 | $77K | 100 | — | — |
| Q3 2026 | $3.2M | 6.6K | — | — |
| Q3 2026 | $3.3M | 4.3K | — | — |
| Q3 2026 | $232K | 300 | — | — |
| Q3 2026 | $77K | 100 | — | — |
| Q3 2026 | $155K | 200 | — | — |
| Q3 2026 | $155K | 200 | — | — |
| Q3 2026 | $77K | 100 | — | — |
| Q3 2026 | $155K | 200 | — | — |
| Q3 2026 | $77K | 100 | — | — |
| Q3 2026 | $851K | 1.1K | — | — |
| Q3 2026 | $77K | 100 | — | — |
| Q3 2026 | $2.7M | 3.5K | — | — |
| Q2 2026 | $72K | 100 | — | — |
| Q2 2026 | $1M | 1.4K | — | — |
| Q2 2026 | $72K | 100 | — | — |
| Q2 2026 | $2.6M | 3.6K | — | — |
| Q2 2026 | $2.5M | 3.5K | — | — |
| Q2 2026 | $143K | 200 | — | — |
| Q2 2026 | $143K | 200 | — | — |
| Q2 2026 | $215K | 300 | — | — |
| Q2 2026 | $215K | 300 | — | — |
| Q2 2026 | $72K | 100 | — | — |
| Q2 2026 | $143K | 200 | — | — |
| Q2 2026 | $286K | 400 | — | — |
| Q2 2026 | $1.1M | 1.5K | — | — |
| Q2 2026 | $143K | 200 | — | — |
| Q2 2026 | $1.6M | 2.2K | — | — |
| Q2 2026 | $358K | 500 | — | — |
| Q2 2026 | $215K | 300 | — | — |
| Q2 2026 | $3.9M | 5.4K | — | — |
| Q2 2026 | $4.2M | 5.9K | — | — |
| Q2 2026 | $358K | 500 | — | — |
| Q2 2026 | $286K | 400 | — | — |
| Q2 2026 | $72K | 100 | — | — |
| Q2 2026 | $16.3M | 22.8K | — | — |
| Q2 2026 | $15.9M | 22.2K | — | — |
| Q2 2026 | $358K | 500 | — | — |
| Q2 2026 | $215K | 300 | — | — |
| Q2 2026 | $429K | 600 | — | — |
| Q2 2026 | $358K | 500 | — | — |
| Q2 2026 | $1.1M | 1.5K | — | — |
| Q2 2026 | $215K | 300 | — | — |
| Q2 2026 | $858K | 1.2K | — | — |
| Q2 2026 | $1M | 1.4K | — | — |
| Q2 2026 | $501K | 700 | — | — |
| Q2 2026 | $1.4M | 2.0K | — | — |
| Q2 2026 | $423.7M | 592.4K | — | — |
| Q1 2026 | $0 | 580.0K | — | — |
| Q1 2026 | $0 | 300 | — | — |
| Q1 2026 | $0 | 200 | — | — |
| Q1 2026 | $0 | 800 | — | — |
| Q1 2026 | $0 | 100 | — | — |
| Q1 2026 | $0 | 200 | — | — |
| Q1 2026 | $0 | 200 | — | — |
| Q1 2026 | $0 | 300 | — | — |
| Q1 2026 | $0 | 22.8K | — | — |
| Q1 2026 | $0 | 100 | — | — |
| Q1 2026 | $0 | 300 | — | — |
| Q1 2026 | $0 | 500 | — | — |
| Q1 2026 | $0 | 400 | — | — |
| Q1 2026 | $0 | 100 | — | — |
| Q1 2026 | $0 | 2.2K | — | — |
| Q1 2026 | $0 | 100 | — | — |
| Q1 2026 | $0 | 100 | — | — |
| Q1 2026 | $0 | 100 | — | — |
| Q1 2026 | $0 | 100 | — | — |
| Q1 2026 | $0 | 100 | — | — |
| Q1 2026 | $0 | 100 | — | — |
| Q1 2026 | $0 | 100 | — | — |
| Q1 2026 | $0 | 5.9K | — | — |
| Q1 2026 | $0 | 6.0K | — | — |
| Q1 2026 | $0 | 1.4K | — | — |
| Q1 2026 | $0 | 23.4K | — | — |
| Q1 2026 | $0 | 100 | — | — |
| Q1 2026 | $0 | 500 | — | — |
| Q1 2026 | $0 | 400 | — | — |
| Q1 2026 | $0 | 700 | — | — |
| Q1 2026 | $0 | 1.9K | — | — |
| Q1 2026 | $0 | 1.1K | — | — |
| Q1 2026 | $0 | 2.7K | — | — |
| Q1 2026 | $0 | 1.0K | — | — |
| Q1 2026 | $0 | 400 | — | — |
| Q1 2026 | $0 | 3.3K | — | — |
| Q1 2026 | $0 | 200 | — | — |
| Q1 2026 | $0 | 100 | — | — |
| Q1 2026 | $0 | 2.9K | — | — |
| Q1 2026 | $0 | 1.4K | — | — |
| Q1 2026 | $0 | 2.8K | — | — |
| Q1 2026 | $0 | 900 | — | — |
| Q1 2026 | $362.9M | 700 | — | — |
| Q4 2025 | $479.9M | 693.4K | — | — |
| Q4 2025 | $0 | 0 | — | — |
| Q4 2025 | $0 | 0 | — | — |
| Q4 2025 | $0 | 0 | — | — |
| Q4 2025 | $0 | 0 | — | — |
| Q4 2025 | $0 | 0 | — | — |
| Q4 2025 | $0 | 0 | — | — |
| Q4 2025 | $0 | 0 | — | — |
| Q4 2025 | $0 | 0 | — | — |
| Q4 2025 | $0 | 0 | — | — |
| Q4 2025 | $0 | 0 | — | — |
| Q4 2025 | $0 | 0 | — | — |
| Q4 2025 | $0 | 5.4K | — | — |
| Q4 2025 | $0 | 0 | — | — |
| Q4 2025 | $0 | 0 | — | — |
| Q4 2025 | $0 | 0 | — | — |
| Q4 2025 | $0 | 0 | — | — |
| Q4 2025 | $0 | 0 | — | — |
| Q4 2025 | $0 | 0 | — | — |
| Q4 2025 | $0 | 0 | — | — |
| Q4 2025 | $0 | 0 | — | — |
| Q4 2025 | $0 | 0 | — | — |
| Q4 2025 | $0 | 0 | — | — |
| Q4 2025 | $0 | 0 | — | — |
| Q4 2025 | $0 | 0 | — | — |
| Q4 2025 | $0 | 0 | — | — |
| Q4 2025 | $0 | 0 | — | — |
| Q4 2025 | $0 | 0 | — | — |
| Q4 2025 | $0 | 0 | — | — |
| Q4 2025 | $0 | 0 | — | — |
| Q4 2025 | $0 | 0 | — | — |
| Q4 2025 | $0 | 0 | — | — |
| Q4 2025 | $0 | 0 | — | — |
| Q4 2025 | $0 | 0 | — | — |
| Q4 2025 | $0 | 0 | — | — |
| Q4 2025 | $0 | 0 | — | — |
| Q4 2025 | $0 | 0 | — | — |
| Q4 2025 | $0 | 0 | — | — |
| Q4 2025 | $0 | 0 | — | — |
| Q4 2025 | $0 | 0 | — | — |
| Q4 2025 | $0 | 0 | — | — |
| Q4 2025 | $0 | 0 | — | — |
| Q4 2025 | $0 | 0 | — | — |
| Q4 2025 | $0 | 0 | — | — |
| Q4 2025 | $0 | 0 | — | — |
| Q4 2025 | $0 | 0 | — | — |
| Q4 2025 | $0 | 0 | — | — |
| Q4 2025 | $0 | 0 | — | — |
| Q4 2025 | $0 | 0 | — | — |
| Q4 2025 | $0 | 0 | — | — |
| Q4 2025 | $0 | 0 | — | — |
| Q4 2025 | $0 | 0 | — | — |
| Q4 2025 | $0 | 0 | — | — |
| Q4 2025 | $0 | 0 | — | — |
| Q4 2025 | $0 | 0 | — | — |
| Q3 2025 | $1K | 377 | — | — |
| Q3 2025 | $350 | 4.7K | — | — |
| Q3 2025 | $5K | 660 | — | — |
| Q3 2025 | $21K | 1.2K | — | — |
| Q3 2025 | $39 | 377 | — | — |
| Q3 2025 | $56K | 1.7K | — | — |
| Q3 2025 | $24K | 3.8K | — | — |
| Q3 2025 | $448.4M | 677.7K | — | — |
| Q3 2025 | $4K | 660 | — | — |
| Q3 2025 | $489K | 9.4K | — | — |
| Q3 2025 | $95K | 1.7K | — | — |
| Q3 2025 | $141K | 2.3K | — | — |
| Q3 2025 | $28K | 471 | — | — |
| Q3 2025 | $67K | 943 | — | — |
| Q3 2025 | $26K | 283 | — | — |
| Q3 2025 | $12K | 189 | — | — |
| Q3 2025 | $57K | 1.0K | — | — |
| Q3 2025 | $7K | 189 | — | — |
| Q3 2025 | $118K | 2.5K | — | — |
| Q3 2025 | $6K | 1.6K | — | — |
| Q3 2025 | $4K | 566 | — | — |
| Q3 2025 | $642 | 94 | — | — |
| Q3 2025 | $12K | 94 | — | — |
| Q3 2025 | $12K | 283 | — | — |
| Q3 2025 | $5K | 1.6K | — | — |
| Q3 2025 | $20K | 4.0K | — | — |
| Q3 2025 | $93K | 1.4K | — | — |
| Q3 2025 | $1.2M | 17.7K | — | — |
| Q3 2025 | $42K | 1.3K | — | — |
| Q3 2025 | $130K | 4.6K | — | — |
| Q3 2025 | $1K | 94 | — | — |
| Q3 2025 | $170K | 4.9K | — | — |
| Q3 2025 | $4K | 471 | — | — |
| Q3 2025 | $29K | 4.1K | — | — |
| Q3 2025 | $8K | 283 | — | — |
| Q3 2025 | $73K | 1.8K | — | — |
| Q3 2025 | $2K | 377 | — | — |
| Q3 2025 | $131K | 20.2K | — | — |
| Q3 2025 | $17K | 189 | — | — |
| Q3 2025 | $9K | 94 | — | — |
| Q3 2025 | $32K | 377 | — | — |
| Q3 2025 | $12K | 94 | — | — |
| Q3 2025 | $75K | 3.2K | — | — |
| Q3 2025 | $54K | 2.6K | — | — |
| Q3 2025 | $10K | 848 | — | — |
| Q3 2025 | $35K | 4.4K | — | — |
| Q3 2025 | $373 | 94 | — | — |
| Q3 2025 | $9K | 283 | — | — |
| Q3 2025 | $231K | 7.6K | — | — |
| Q3 2025 | $49K | 1.5K | — | — |
| Q3 2025 | $734 | 94 | — | — |
| Q3 2025 | $17K | 377 | — | — |
| Q3 2025 | $115K | 2.7K | — | — |
| Q3 2025 | $56K | 1.4K | — | — |
| Q3 2025 | $321K | 6.0K | — | — |
| Q3 2025 | $15K | 283 | — | — |
| Q3 2025 | $220 | 94 | — | — |
Other funds holding SPY
$21.9B
$21.7B
$21.7B
$20.7B
$19.6B
$19.6B
$19.4B
$19.3B