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SPY
Showing 8 of 9 quarters

Position history for Dynasty Wealth Management, LLC's holdings in State Street Spdr S&p 500 Etf Trust TR UNIT

Dynasty Wealth Management, LLC holds 101,433 shares of SPY (State Street Spdr S&p 500 Etf Trust TR UNIT), worth $66M as of 2026-Q1. The position was decreased (-1.5% shares). SPY represents 0.6% of Dynasty Wealth Management, LLC's portfolio.

Current Value

$66M

Current Shares

101,433

Total Value Change

-$2.1M

Total Shares Change

-23,559

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
101,433
-1.5%
$66M0.6%$680.33
0
2025-Q4
Decreased
102,931
-0.8%
$70.2M0.7%$687.01
0
2025-Q3
Decreased
103,740
-4.1%
$69.1M0.9%$661.72
0
2025-Q2
Decreased
108,171
-16.6%
$66.8M1.1%$611.40
0
2025-Q1
Increased
129,680
+8.8%
$72.5M1.2%$550.86
51
2024-Q4
Decreased
119,206
-77.1%
$69.9M1.2%$581.39
0
2024-Q3
Increased
520,043
+316.1%
$116.1M3.5%$562.94
89
2024-Q2
Increased
124,992
+5.2%
$68M2.0%$534.46
53

Other major holders of SPY: JPMORGAN CHASE & CO

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