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Position history for Dynasty Wealth Management, LLCDynasty Wealth Management, LLC's holdings in STATE STREET SPDR S&P 500 ETF TRUST CL USD INC

Dynasty Wealth Management, LLC holds 102,619 shares of SPY (STATE STREET SPDR S&P 500 ETF TRUST CL USD INC), worth $76.6M as of 2026-Q2. The position was increased (+1.2% shares). SPY represents 0.6% of Dynasty Wealth Management, LLC's portfolio.

Current Value

$76.6M

Current Shares

102,619

Total Value Change

-$39.4M

Total Shares Change

-417,424

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
102,619
+1.2%
$76.6M0.6%$746.77
42
2026-Q1
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

Other major holders of SPY: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, JPMORGAN CHASE & CO, JANE STREET GROUP, LLC

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