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Wealth Enhancement Trust Services, Inc. → SPY

Wealth Enhancement Trust Services, Inc. SPY Position History

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

Quarters held
10
Latest value
$12.8M
Q3 2026
Peak value
$16.2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$4.1M
Q4 2025$13.2M
Q1 2026$3.9M
Q1 2026$12.6M
Q2 2026$4.1M
Q2 2026$13.2M
Q2 2026$4.3M
Q2 2026$16.2M
Q3 2026$4.5M
Q3 2026$12.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$12.8M16.8K——
Q3 2026$4.5M5.9K——
Q2 2026$16.2M21.7K——
Q2 2026$4.3M5.7K——
Q2 2026$13.2M19.4K——
Q2 2026$4.1M6.0K——
Q1 2026$12.6M19.3K——
Q1 2026$3.9M6.0K——
Q4 2025$13.2M19.4K——
Q4 2025$4.1M6.0K——

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