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WETZEL INVESTMENT ADVISORS, INC. → SPY

WETZEL INVESTMENT ADVISORS, INC. SPY Position History

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

Quarters held
5
Latest value
$5.8M
Q3 2026
Peak value
$5.8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$5M
Q4 2025$5.1M
Q1 2026$5M
Q2 2026$5.7M
Q3 2026$5.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.8M7.6K——
Q2 2026$5.7M7.6K——
Q1 2026$5M7.6K——
Q4 2025$5.1M7.5K——
Q3 2025$5M7.5K——

Other funds holding SPY

Other WETZEL INVESTMENT ADVISORS, INC. positions

VGES

VANGUARD INDEX FDS

$27.4M
VGES

VANGUARD INDEX FDS

$26.2M
ETHA

ISHARES TR

$25.8M
ETHA

ISHARES TR

$25.8M
ETHA

ISHARES TR

$23.6M
ETHA

ISHARES TR

$23.3M
ETHA

ISHARES TR

$22.8M
VGES

VANGUARD INDEX FDS

$17.2M