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WEST PACES ADVISORS INC. → SPY

WEST PACES ADVISORS INC. SPY Position History

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

Quarters held
5
Latest value
$17.5M
Q3 2026
Peak value
$17.5M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$15.9M
Q4 2025$16M
Q1 2026$15.2M
Q2 2026$17.2M
Q3 2026$17.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$17.5M23.0K——
Q2 2026$17.2M23.1K——
Q1 2026$15.2M23.4K——
Q4 2025$16M23.5K——
Q3 2025$15.9M23.9K——

Other funds holding SPY

Other WEST PACES ADVISORS INC. positions

VGES

VANGUARD S&P 500 ETF

$79.7M
VGES

VANGUARD S&P 500 ETF

$76.8M
VGES

VANGUARD INDEX FDS

$68.4M
VGES

VANGUARD INDEX FDS

$66.1M
VGES

VANGUARD INDEX FDS

$65.9M
ETHA

ISHARES CORE S&P MID-CAP ETF

$65.7M
ETHA

ISHARES CORE S&P MID-CAP ETF

$60.8M
ETHA

ISHARES TR

$56.8M