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Wilkerson Advisory Group LLC → SPY
Wilkerson Advisory Group LLC SPY Position History
State Street SPDR S&P 500 ETF Trust • Financial Services
Quarters held
4
Latest value
$50.5M
Q3 2026
Peak value
$50.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $40.2M |
| Q1 2026 | $40.6M |
| Q2 2026 | $47.5M |
| Q3 2026 | $50.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $50.5M | 66.2K | — | — |
| Q2 2026 | $47.5M | 63.7K | — | — |
| Q1 2026 | $40.6M | 62.4K | — | — |
| Q4 2025 | $40.2M | 59.0K | — | — |
Other funds holding SPY
$21.9B
$21.7B
$21.7B
$20.7B
$19.6B
$19.6B
$19.4B
$19.3B
Other Wilkerson Advisory Group LLC positions
QCOM
$31.5MPACER US CASH COWS 100 ETF
VCTR
$30.5MVICTORYSHARES FREE CASH FLOW ETF
VCTR
$27MVICTORYSHARES FREE CASH FLOW ETF
VCTR
$23.1MVICTORYSHARES FREE CASH FLOW ETF
QQQ
$16.3MINVESCO QQQ TRUST SERIES I
FMN
$16.1MFEDERATED HERMES TOTAL RETURN BOND ETF
FMN
$15.7MFEDERATED HERMES TOTAL RETURN BOND ETF
QQQ
$15.1MINVESCO QQQ TRUST SERIES I