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West Financial Advisors, LLC → SPY
West Financial Advisors, LLC SPY Position History
State Street SPDR S&P 500 ETF Trust • Financial Services
Quarters held
4
Latest value
$72.5M
Q3 2026
Peak value
$72.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $67M |
| Q1 2026 | $63M |
| Q2 2026 | $72.7M |
| Q3 2026 | $72.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $72.5M | 95.0K | — | — |
| Q2 2026 | $72.7M | 97.4K | — | — |
| Q1 2026 | $63M | 96.9K | — | — |
| Q4 2025 | $67M | 98.3K | — | — |
Other funds holding SPY
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$21.7B
$21.7B
$20.7B
$19.6B
$19.6B
$19.4B
$19.3B