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SPY
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Position history for Allworth Financial LP's holdings in State Street Spdr S&p 500 Etf Trust TR UNIT

Allworth Financial LP holds 190,747 shares of SPY (State Street Spdr S&p 500 Etf Trust TR UNIT), worth $124.1M as of 2026-Q1. The position was decreased (-0.5% shares). SPY represents 0.5% of Allworth Financial LP's portfolio.

Current Value

$124.1M

Current Shares

190,747

Total Value Change

+$31.4M

Total Shares Change

+21,894

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
190,747
-0.5%
$124.1M0.5%$680.33
0
2025-Q4
Increased
191,732
+0.7%
$130.7M0.5%$687.01
43
2025-Q3
Decreased
190,331
-0.7%
$126.8M0.6%$661.72
0
2025-Q2
Increased
191,665
+13.1%
$118.4M0.6%$611.40
48
2025-Q1
Increased
169,434
+1.5%
$92.6M0.5%$550.86
43
2024-Q4
Decreased
166,986
-0.6%
$101.3M0.6%$581.39
0
2024-Q3
Decreased
167,914
-0.6%
$96.3M0.6%$562.94
0
2024-Q2
Increased
168,853
+0.8%
$92.7M0.6%$534.46
42

Other major holders of SPY: JPMORGAN CHASE & CO

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