Position history for Dynasty Wealth Management, LLC's holdings in STATE STR SPDR S&P 500 ETF T
Dynasty Wealth Management, LLC holds 101,433 shares of SPY (STATE STR SPDR S&P 500 ETF T), 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
Other major holders of SPY: BNP PARIBAS FINANCIAL MARKETS
Decreased |
| 101,433 |
-1.5% |
| $66M |
| 0.6% |
| $680.33 |
0 |
| 2025-Q4 | Decreased | 102,931 | -0.8% | $70.2M | 0.7% | $687.01 | 0 |
| 2025-Q3 | Decreased | 103,740 | -4.1% | $69.1M | 0.9% | $661.72 | 0 |
| 2025-Q2 | Decreased | 108,171 | -16.6% | $66.8M | 1.1% | $611.40 | 0 |
| 2025-Q1 | Increased | 129,680 | +8.8% | $72.5M | 1.2% | $550.86 | 51 |
| 2024-Q4 | Decreased | 119,206 | -77.1% | $69.9M | 1.2% | $581.39 | 0 |
| 2024-Q3 | Increased | 520,043 | +316.1% | $116.1M | 3.5% | $562.94 | 89 |
| 2024-Q2 | Increased | 124,992 | +5.2% | $68M | 2.0% | $534.46 | 53 |